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Desjardins Global Asset Management’s iShares Global Materials ETF MXI Stock Holding History

Desjardins Global Asset 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
2023
Q3 		– Sell
-16,943
Closed -$1.39M – 706
2023
Q2 		$1.39M Buy
+16,943
New +$1.39M 0.16% 144

Other funds holding MXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Desjardins Global Asset Management's MXI Position: Q3 2023 in Review

Desjardins Global Asset Management sold out of iShares Global Materials ETF (MXI) in Q3 2023, closing a stake of 16,943 shares — an estimated $1.39M sold.

Desjardins Global Asset Management first reported a position in MXI in Q2 2023 and held it in 1 quarter. The position peaked at $1.39M in Q2 2023. 74 funds tracked by Wall St. Rank hold MXI as of Q3 2023.

  • Desjardins Global Asset Management reported no remaining iShares Global Materials ETF position as of Q3 2023 after selling out during the quarter.
  • Desjardins Global Asset Management sold 16,943 iShares Global Materials ETF shares in Q3 2023, an estimated $1.39M.
  • Desjardins Global Asset Management first reported a position in iShares Global Materials ETF in Q2 2023 and held it in 1 quarter.
  • Desjardins Global Asset Management's iShares Global Materials ETF position peaked at $1.39M in Q2 2023.
  • 74 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2023.

Based on Desjardins Global Asset Management's 13F filing for Q3 2023, filed 8 Nov 2023.