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Destiny Wealth Partners’s iShares Global Materials ETF MXI Stock Holding History

Destiny Wealth Partners’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
2021
Q1 		– Sell
-256
Closed -$21K – 561
2020
Q4 		$21K Buy
+256
New +$19.2K ﹤0.01% 364

Other funds holding MXI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Destiny Wealth Partners's MXI Position: Q1 2021 in Review

Destiny Wealth Partners sold out of iShares Global Materials ETF (MXI) in Q1 2021, closing a stake of 256 shares — an estimated $21K sold.

Destiny Wealth Partners first reported a position in MXI in Q4 2020 and held it in 1 quarter. The position peaked at $21K in Q4 2020. 89 funds tracked by Wall St. Rank hold MXI as of Q1 2021.

  • Destiny Wealth Partners reported no remaining iShares Global Materials ETF position as of Q1 2021 after selling out during the quarter.
  • Destiny Wealth Partners sold 256 iShares Global Materials ETF shares in Q1 2021, an estimated $21K.
  • Destiny Wealth Partners first reported a position in iShares Global Materials ETF in Q4 2020 and held it in 1 quarter.
  • Destiny Wealth Partners's iShares Global Materials ETF position peaked at $21K in Q4 2020.
  • 89 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2021.

Based on Destiny Wealth Partners's 13F filing for Q1 2021, filed 22 Apr 2021.