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Amplius Wealth Advisors’s iShares Global Materials ETF MXI Stock Holding History

Amplius Wealth 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
Q1 		– Sell
-12
Closed -$1K – 635
2021
Q4 		$1K Buy
+12
New +$1.07K ﹤0.01% 904

Other funds holding MXI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Amplius Wealth Advisors's MXI Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of iShares Global Materials ETF (MXI) in Q1 2022, closing a stake of 12 shares — an estimated $1K sold.

Amplius Wealth Advisors first reported a position in MXI in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 115 funds tracked by Wall St. Rank hold MXI as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining iShares Global Materials ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 12 iShares Global Materials ETF shares in Q1 2022, an estimated $1K.
  • Amplius Wealth Advisors first reported a position in iShares Global Materials ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's iShares Global Materials ETF position peaked at $1K in Q4 2021.
  • 115 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.