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Cornerstone Planning Group’s iShares Global Materials ETF MXI Stock Holding History

Cornerstone Planning Group’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
Q4 		– Sell
-117
Closed -$9.18K – 996
2023
Q3 		$9.18K Hold
117
– – ﹤0.01% 445
2023
Q2 		$9.58K Buy
+117
New +$9.57K ﹤0.01% 683
2022
Q4 		$9.91K Buy
+117
New +$8.95K ﹤0.01% 648

Other funds holding MXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
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
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SC
Sinecera Capital Austin, Texas $82.9M AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cornerstone Planning Group's MXI Position: Q4 2023 in Review

Cornerstone Planning Group sold out of iShares Global Materials ETF (MXI) in Q4 2023, closing a stake of 117 shares — an estimated $9.18K sold.

Cornerstone Planning Group first reported a position in MXI in Q4 2022 and held it in 3 quarters. The position peaked at $9.91K in Q4 2022. 78 funds tracked by Wall St. Rank hold MXI as of Q4 2023.

  • Cornerstone Planning Group reported no remaining iShares Global Materials ETF position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 117 iShares Global Materials ETF shares in Q4 2023, an estimated $9.18K.
  • Cornerstone Planning Group first reported a position in iShares Global Materials ETF in Q4 2022 and held it in 3 quarters.
  • Cornerstone Planning Group's iShares Global Materials ETF position peaked at $9.91K in Q4 2022.
  • 78 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q4 2023.

Based on Cornerstone Planning Group's 13F filing for Q4 2023, filed 12 Feb 2024.