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Bellwether Advisors’s iShares Global Materials ETF MXI Stock Holding History

Bellwether 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
2023
Q1 		– Sell
-25
Closed -$1.97K – 520
2022
Q4 		$1.97K Hold
25
– – ﹤0.01% 358
2022
Q3 		$1K Sell
25
-25
-50% -$1.84K ﹤0.01% 434
2022
Q2 		$3K Hold
50
– – ﹤0.01% 318
2022
Q1 		$4K Hold
50
– – ﹤0.01% 388
2021
Q4 		$4K Hold
50
– – ﹤0.01% 421
2021
Q3 		$4K Hold
50
– – ﹤0.01% 400
2021
Q2 		$4K Hold
50
– – ﹤0.01% 340
2021
Q1 		$4K Hold
50
– – ﹤0.01% 317
2020
Q4 		$4K Buy
+50
New +$3.76K ﹤0.01% 279

Other funds holding MXI

PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Sinecera Capital Austin, Texas $82.9M AUM 21.76% 1-Year Est. Return

Bellwether Advisors's MXI Position: Q1 2023 in Review

Bellwether Advisors sold out of iShares Global Materials ETF (MXI) in Q1 2023, closing a stake of 25 shares — an estimated $1.97K sold.

Bellwether Advisors first reported a position in MXI in Q4 2020 and held it in 9 quarters. The position peaked at $4K in Q1 2022. 91 funds tracked by Wall St. Rank hold MXI as of Q1 2023.

  • Bellwether Advisors reported no remaining iShares Global Materials ETF position as of Q1 2023 after selling out during the quarter.
  • Bellwether Advisors sold 25 iShares Global Materials ETF shares in Q1 2023, an estimated $1.97K.
  • Bellwether Advisors first reported a position in iShares Global Materials ETF in Q4 2020 and held it in 9 quarters.
  • Bellwether Advisors's iShares Global Materials ETF position peaked at $4K in Q1 2022.
  • 91 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2023.

Based on Bellwether Advisors's 13F filing for Q1 2023, filed 5 May 2023.