Creative Financial Designs’s iShares Global Materials ETF MXI Stock Holding History

Creative Financial Designs’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
2022 Q3	–	Sell	-94	Closed	-$7K	–	1319
2022 Q2	$7K	Buy	+94	New	+$8.13K	﹤0.01%	943
2018 Q4	–	Sell	-1,294	Closed	-$87K	–	703
2018 Q3	$87K	Hold	1,294	–	–	0.05%	168
2018 Q2	$87K	Buy	1,294 +4	+0.3%	+$278	0.05%	189
2018 Q1	$87K	Buy	1,290 +998	+342%	+$70.7K	0.06%	179
2017 Q4	$20K	Buy	+292	New	+$19.7K	0.01%	317

Other funds holding MXI

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

Jane Street New York $777B AUM 61.18% 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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Sinecera Capital Austin, Texas $82.9M AUM 21.76% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Creative Financial Designs's MXI Position: Q3 2022 in Review

Creative Financial Designs sold out of iShares Global Materials ETF (MXI) in Q3 2022, closing a stake of 94 shares — an estimated $7K sold.

Creative Financial Designs first reported a position in MXI in Q4 2017 and held it in 5 quarters. The position peaked at $87K in Q3 2018. 85 funds tracked by Wall St. Rank hold MXI as of Q3 2022.

Creative Financial Designs reported no remaining iShares Global Materials ETF position as of Q3 2022 after selling out during the quarter.
Creative Financial Designs sold 94 iShares Global Materials ETF shares in Q3 2022, an estimated $7K.
Creative Financial Designs first reported a position in iShares Global Materials ETF in Q4 2017 and held it in 5 quarters.
Creative Financial Designs's iShares Global Materials ETF position peaked at $87K in Q3 2018.
85 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2022.

Based on Creative Financial Designs's 13F filing for Q3 2022, filed 1 Nov 2022.