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Claraphi Advisory Network’s iShares Global Materials ETF MXI Stock Holding History

Claraphi Advisory Network’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
Q2 		– Sell
-200
Closed -$10K – 857
2020
Q1 		$10K Buy
+200
New +$12K ﹤0.01% 771
2019
Q4 		– Sell
-200
Closed -$13K – 334
2019
Q3 		$13K Buy
+200
New +$12.5K 0.01% 321

Other funds holding MXI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Claraphi Advisory Network's MXI Position: Q2 2020 in Review

Claraphi Advisory Network sold out of iShares Global Materials ETF (MXI) in Q2 2020, closing a stake of 200 shares — an estimated $10K sold.

Claraphi Advisory Network first reported a position in MXI in Q3 2019 and held it in 2 quarters. The position peaked at $13K in Q3 2019. 61 funds tracked by Wall St. Rank hold MXI as of Q2 2020.

  • Claraphi Advisory Network reported no remaining iShares Global Materials ETF position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 200 iShares Global Materials ETF shares in Q2 2020, an estimated $10K.
  • Claraphi Advisory Network first reported a position in iShares Global Materials ETF in Q3 2019 and held it in 2 quarters.
  • Claraphi Advisory Network's iShares Global Materials ETF position peaked at $13K in Q3 2019.
  • 61 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.