CWM
MXI icon

Cornerstone Wealth Management’s iShares Global Materials ETF MXI Stock Holding History

Cornerstone Wealth Management’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
2018
Q4 		– Sell
-13,404
Closed -$203K – 860
2018
Q3 		$203K Buy
+13,404
New +$898K ﹤0.01% 1181

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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cornerstone Wealth Management's MXI Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of iShares Global Materials ETF (MXI) in Q4 2018, closing a stake of 13,404 shares — an estimated $203K sold.

Cornerstone Wealth Management first reported a position in MXI in Q3 2018 and held it in 1 quarter. The position peaked at $203K in Q3 2018. 58 funds tracked by Wall St. Rank hold MXI as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining iShares Global Materials ETF position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 13,404 iShares Global Materials ETF shares in Q4 2018, an estimated $203K.
  • Cornerstone Wealth Management first reported a position in iShares Global Materials ETF in Q3 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's iShares Global Materials ETF position peaked at $203K in Q3 2018.
  • 58 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.