Barber Financial Group’s iShares Global Materials ETF MXI Stock Holding History

Barber Financial Group’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
2020 Q1	–	Sell	-7,947	Closed	-$536K	–	143
2019 Q4	$536K	Buy	+7,947	New	+$515K	0.11%	82
2018 Q2	–	Sell	-9,838	Closed	-$665K	–	134
2018 Q1	$665K	Sell	9,838 -1,719	-15%	-$122K	0.18%	69
2017 Q4	$810K	Sell	11,557 -524	-4%	-$35.4K	0.21%	64
2017 Q3	$790K	Buy	+12,081	New	+$765K	0.22%	52

Other funds holding MXI

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barber Financial Group's MXI Position: Q1 2020 in Review

Barber Financial Group sold out of iShares Global Materials ETF (MXI) in Q1 2020, closing a stake of 7,947 shares — an estimated $536K sold.

Barber Financial Group first reported a position in MXI in Q3 2017 and held it in 4 quarters. The position peaked at $810K in Q4 2017. 52 funds tracked by Wall St. Rank hold MXI as of Q1 2020.

Barber Financial Group reported no remaining iShares Global Materials ETF position as of Q1 2020 after selling out during the quarter.
Barber Financial Group sold 7,947 iShares Global Materials ETF shares in Q1 2020, an estimated $536K.
Barber Financial Group first reported a position in iShares Global Materials ETF in Q3 2017 and held it in 4 quarters.
Barber Financial Group's iShares Global Materials ETF position peaked at $810K in Q4 2017.
52 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2020.

Based on Barber Financial Group's 13F filing for Q1 2020, filed 8 May 2020.