Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares Global Materials ETF MXI Stock Holding History

Cambridge Investment Research 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
2022
Q3 		– Sell
-4,557
Closed -$337K – 3130
2022
Q2 		$337K Sell
4,557
-602
-12% -$52.1K ﹤0.01% 2278
2022
Q1 		$485K Buy
5,159
+806
+19% +$72.4K ﹤0.01% 2122
2021
Q4 		$394K Buy
4,353
+1,114
+34% +$99K ﹤0.01% 2299
2021
Q3 		$276K Sell
3,239
-29,262
-90% -$2.66M ﹤0.01% 2532
2021
Q2 		$2.96M Buy
+32,501
New +$3.02M 0.01% 904
2021
Q1 		– Sell
-12,666
Closed -$1.03M – 2953
2020
Q4 		$1.03M Buy
+12,666
New +$952K 0.01% 1287
2020
Q1 		– Sell
-5,715
Closed -$386K – 2410
2019
Q4 		$386K Buy
5,715
+771
+16% +$50K ﹤0.01% 1752
2019
Q3 		$310K Buy
4,944
+833
+20% +$52K ﹤0.01% 1800
2019
Q2 		$268K Sell
4,111
-404
-9% -$26K ﹤0.01% 1815
2019
Q1 		$290K Sell
4,515
-171
-4% -$10.6K ﹤0.01% 1835
2018
Q4 		$269K Sell
4,686
-560
-11% -$34.1K ﹤0.01% 1730
2018
Q3 		$353K Sell
5,246
-4,642
-47% -$311K ﹤0.01% 1681
2018
Q2 		$665K Buy
9,888
+284
+3% +$19.7K 0.01% 1240
2018
Q1 		$649K Buy
9,604
+1,250
+15% +$88.6K 0.01% 1190
2017
Q4 		$585K Buy
8,354
+4,693
+128% +$317K 0.01% 1233
2017
Q3 		$239K Sell
3,661
-364
-9% -$23.1K ﹤0.01% 1705
2017
Q2 		$241K Buy
+4,025
New +$239K ﹤0.01% 1640
2015
Q1 		– Sell
-12,134
Closed -$678K – 1442
2014
Q4 		$678K Sell
12,134
-948
-7% -$54.4K 0.02% 632
2014
Q3 		$784K Buy
13,082
+121
+0.9% +$7.73K 0.02% 605
2014
Q2 		$836K Buy
12,961
+734
+6% +$46.7K 0.03% 517
2014
Q1 		$763K Sell
12,227
-496
-4% -$30.4K 0.03% 522
2013
Q4 		$793K Buy
12,723
+466
+4% +$28.3K 0.03% 471
2013
Q3 		$734K Sell
12,257
-502
-4% -$28.9K 0.03% 472
2013
Q2 		$679K Buy
+12,759
New +$737K 0.03% 428

Other funds holding MXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
SC
Sinecera Capital Austin, Texas $82.9M AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cambridge Investment Research Advisors's MXI Position: Q3 2022 in Review

Cambridge Investment Research Advisors sold out of iShares Global Materials ETF (MXI) in Q3 2022, closing a stake of 4,557 shares — an estimated $337K sold.

Cambridge Investment Research Advisors first reported a position in MXI in Q2 2013 and held it in 24 quarters. The position peaked at $2.96M in Q2 2021. 85 funds tracked by Wall St. Rank hold MXI as of Q3 2022.

  • Cambridge Investment Research Advisors reported no remaining iShares Global Materials ETF position as of Q3 2022 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 4,557 iShares Global Materials ETF shares in Q3 2022, an estimated $337K.
  • Cambridge Investment Research Advisors first reported a position in iShares Global Materials ETF in Q2 2013 and held it in 24 quarters.
  • Cambridge Investment Research Advisors's iShares Global Materials ETF position peaked at $2.96M in Q2 2021.
  • 85 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2022.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2022, filed 17 Oct 2022.