American Portfolios Advisors’s iShares Global Materials ETF MXI Stock Holding History

American Portfolios Advisors’s Portfolio MXI Stock Details MXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$35.4K	Sell	521 -1,599	-75%	-$118K	﹤0.01%	1905
2022 Q2	$157K	Sell	2,120 -94	-4%	-$8.13K	0.01%	1164
2022 Q1	$208K	Sell	2,214 -1,964	-47%	-$176K	0.01%	1144
2021 Q4	$378K	Sell	4,178 -799	-16%	-$71K	0.01%	873
2021 Q3	$424K	Sell	4,977 -661	-12%	-$60.1K	0.02%	775
2021 Q2	$513K	Sell	5,638 -658	-10%	-$61.2K	0.02%	698
2021 Q1	$546K	Buy	+6,296	New	+$537K	0.02%	617

Other funds holding MXI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Sinecera Capital Austin, Texas $82.9M AUM 21.76% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

American Portfolios Advisors's MXI Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares Global Materials ETF (MXI) stake by 75% in Q3 2022, selling an estimated $118K and leaving 521 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1905.

American Portfolios Advisors first reported a position in MXI in Q1 2021 and has held it in 7 quarters since. The position peaked at $546K in Q1 2021. 85 funds tracked by Wall St. Rank hold MXI as of Q3 2022.

American Portfolios Advisors held 521 shares of iShares Global Materials ETF worth $35.4K as of Q3 2022.
American Portfolios Advisors sold 1,599 iShares Global Materials ETF shares in Q3 2022, an estimated $118K.
iShares Global Materials ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1905 holding.
American Portfolios Advisors first reported a position in iShares Global Materials ETF in Q1 2021 and has held it in 7 quarters since.
American Portfolios Advisors's iShares Global Materials ETF position peaked at $546K in Q1 2021.
85 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.