Corient Private Wealth’s iShares Global Materials ETF MXI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,755
Closed -$234K 2475
2024
Q2
$234K Buy
2,755
+245
+10% +$20.8K ﹤0.01% 2035
2024
Q1
$224K Buy
+2,510
New +$224K ﹤0.01% 2039