Beaumont Financial Advisors’s iShares Global Materials ETF MXI Stock Holding History

Beaumont Financial 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
2020 Q1	–	Sell	-26,589	Closed	-$1.79M	–	272
2019 Q4	$1.79M	Buy	+26,589	New	+$1.72M	0.18%	97
2018 Q3	–	Sell	-3,570	Closed	-$240K	–	239
2018 Q2	$240K	Buy	+3,570	New	+$248K	0.03%	180
2017 Q1	–	Sell	-4,566	Closed	-$250K	–	199
2016 Q4	$250K	Buy	+4,566	New	+$247K	0.04%	133
2014 Q4	–	Sell	-6,942	Closed	-$416K	–	169
2014 Q3	$416K	Buy	+6,942	New	+$443K	0.03%	121

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

Beaumont Financial Advisors's MXI Position: Q1 2020 in Review

Beaumont Financial Advisors sold out of iShares Global Materials ETF (MXI) in Q1 2020, closing a stake of 26,589 shares — an estimated $1.79M sold.

Beaumont Financial Advisors first reported a position in MXI in Q3 2014 and held it in 4 quarters. The position peaked at $1.79M in Q4 2019. 52 funds tracked by Wall St. Rank hold MXI as of Q1 2020.

Beaumont Financial Advisors reported no remaining iShares Global Materials ETF position as of Q1 2020 after selling out during the quarter.
Beaumont Financial Advisors sold 26,589 iShares Global Materials ETF shares in Q1 2020, an estimated $1.79M.
Beaumont Financial Advisors first reported a position in iShares Global Materials ETF in Q3 2014 and held it in 4 quarters.
Beaumont Financial Advisors's iShares Global Materials ETF position peaked at $1.79M in Q4 2019.
52 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2020.

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