Anfield Capital Management’s iShares Global Materials ETF MXI Stock Holding History

Anfield Capital Management’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
2021 Q4	–	Sell	-21,002	Closed	-$1.79M	–	121
2021 Q3	$1.79M	Buy	+21,002	New	+$1.91M	0.56%	37
2021 Q2	–	Sell	-20,006	Closed	-$1.74M	–	229
2021 Q1	$1.74M	Sell	20,006 -1,701	-8%	-$145K	0.69%	32
2020 Q4	$1.77M	Buy	+21,707	New	+$1.63M	0.75%	37

Other funds holding MXI

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Anfield Capital Management's MXI Position: Q4 2021 in Review

Anfield Capital Management sold out of iShares Global Materials ETF (MXI) in Q4 2021, closing a stake of 21,002 shares — an estimated $1.79M sold.

Anfield Capital Management first reported a position in MXI in Q4 2020 and held it in 3 quarters. The position peaked at $1.79M in Q3 2021. 115 funds tracked by Wall St. Rank hold MXI as of Q4 2021.

Anfield Capital Management reported no remaining iShares Global Materials ETF position as of Q4 2021 after selling out during the quarter.
Anfield Capital Management sold 21,002 iShares Global Materials ETF shares in Q4 2021, an estimated $1.79M.
Anfield Capital Management first reported a position in iShares Global Materials ETF in Q4 2020 and held it in 3 quarters.
Anfield Capital Management's iShares Global Materials ETF position peaked at $1.79M in Q3 2021.
115 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q4 2021.

Based on Anfield Capital Management's 13F filing for Q4 2021, filed 3 Feb 2022.