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

Arkadios 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
2021
Q3 		– Sell
-175
Closed -$15K – 1983
2021
Q2 		$15K Hold
175
– – ﹤0.01% 1404
2021
Q1 		$15K Hold
175
– – ﹤0.01% 1062
2020
Q4 		$14K Buy
+175
New +$13.2K ﹤0.01% 866

Other funds holding MXI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Parametric Portfolio Associates
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Arkadios Wealth Advisors's MXI Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of iShares Global Materials ETF (MXI) in Q3 2021, closing a stake of 175 shares — an estimated $15K sold.

Arkadios Wealth Advisors first reported a position in MXI in Q4 2020 and held it in 3 quarters. The position peaked at $15K in Q2 2021. 107 funds tracked by Wall St. Rank hold MXI as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining iShares Global Materials ETF position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 175 iShares Global Materials ETF shares in Q3 2021, an estimated $15K.
  • Arkadios Wealth Advisors first reported a position in iShares Global Materials ETF in Q4 2020 and held it in 3 quarters.
  • Arkadios Wealth Advisors's iShares Global Materials ETF position peaked at $15K in Q2 2021.
  • 107 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.