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

Claro 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
2019
Q1 		– Sell
-50
Closed -$3K – 665
2018
Q4 		$3K Buy
+50
New +$3.05K ﹤0.01% 865

Other funds holding MXI

MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Claro Advisors's MXI Position: Q1 2019 in Review

Claro Advisors sold out of iShares Global Materials ETF (MXI) in Q1 2019, closing a stake of 50 shares — an estimated $3K sold.

Claro Advisors first reported a position in MXI in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 64 funds tracked by Wall St. Rank hold MXI as of Q1 2019.

  • Claro Advisors reported no remaining iShares Global Materials ETF position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 50 iShares Global Materials ETF shares in Q1 2019, an estimated $3K.
  • Claro Advisors first reported a position in iShares Global Materials ETF in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's iShares Global Materials ETF position peaked at $3K in Q4 2018.
  • 64 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.