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B. Riley Wealth Management’s iShares Global Materials ETF MXI Stock Holding History

B. Riley Wealth 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
2019
Q4 		– Sell
-2,579
Closed -$162K – 424
2019
Q3 		$162K Hold
2,579
– – 0.03% 355
2019
Q2 		$168 Buy
+2,579
New +$166K 0.03% 364

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MIS
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

B. Riley Wealth Management's MXI Position: Q4 2019 in Review

B. Riley Wealth Management sold out of iShares Global Materials ETF (MXI) in Q4 2019, closing a stake of 2,579 shares — an estimated $162K sold.

B. Riley Wealth Management first reported a position in MXI in Q2 2019 and held it in 2 quarters. The position peaked at $162K in Q3 2019. 74 funds tracked by Wall St. Rank hold MXI as of Q4 2019.

  • B. Riley Wealth Management reported no remaining iShares Global Materials ETF position as of Q4 2019 after selling out during the quarter.
  • B. Riley Wealth Management sold 2,579 iShares Global Materials ETF shares in Q4 2019, an estimated $162K.
  • B. Riley Wealth Management first reported a position in iShares Global Materials ETF in Q2 2019 and held it in 2 quarters.
  • B. Riley Wealth Management's iShares Global Materials ETF position peaked at $162K in Q3 2019.
  • 74 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q4 2019.

Based on B. Riley Wealth Management's 13F filing for Q4 2019, filed 14 Feb 2020.