Column Capital Advisors’s iShares Global Materials ETF MXI Stock Holding History

Column Capital 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 Q3	$7.85K	Hold	100	–	–	﹤0.01%	554
2023 Q2	$8.19K	Hold	100	–	–	﹤0.01%	560
2023 Q1	$8.37K	Hold	100	–	–	﹤0.01%	584
2022 Q4	$7.87K	Hold	100	–	–	﹤0.01%	559
2022 Q3	$7K	Hold	100	–	–	﹤0.01%	519
2022 Q2	$7K	Hold	100	–	–	﹤0.01%	530
2022 Q1	$9K	Hold	100	–	–	﹤0.01%	522
2021 Q4	$9K	Hold	100	–	–	﹤0.01%	523
2021 Q3	$9K	Hold	100	–	–	﹤0.01%	484
2021 Q2	$9K	Hold	100	–	–	﹤0.01%	489
2021 Q1	$9K	Hold	100	–	–	﹤0.01%	477
2020 Q4	$8K	Buy	+100	New	+$7.52K	﹤0.01%	491

Other funds holding MXI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return

WAOTB

Wealth Advisors of Tampa Bay Tampa, Florida $302M AUM 26.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Column Capital Advisors's MXI Position: Q3 2023 in Review

Column Capital Advisors held its iShares Global Materials ETF (MXI) position steady in Q3 2023 at 100 shares worth $7.85K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Column Capital Advisors first reported a position in MXI in Q4 2020 and has held it in 12 quarters since. The position peaked at $9K in Q1 2022. 74 funds tracked by Wall St. Rank hold MXI as of Q3 2023.

Column Capital Advisors held 100 shares of iShares Global Materials ETF worth $7.85K as of Q3 2023.
Column Capital Advisors left its iShares Global Materials ETF share count unchanged in Q3 2023.
iShares Global Materials ETF made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #554 holding.
Column Capital Advisors first reported a position in iShares Global Materials ETF in Q4 2020 and has held it in 12 quarters since.
Column Capital Advisors's iShares Global Materials ETF position peaked at $9K in Q1 2022.
74 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.