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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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.