Financial Advocates Investment Management’s iShares Global Materials ETF MXI Stock Holding History

Financial Advocates Investment 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
2024 Q2	–	Sell	-10,856	Closed	-$1.23M	–	798
2024 Q1	$1.23M	Buy	+10,856	New	+$916K	0.07%	269
2022 Q2	–	Sell	-2,481	Closed	-$233K	–	753
2022 Q1	$233K	Sell	2,481 -906	-27%	-$81.4K	0.02%	646
2021 Q4	$246K	Buy	+3,387	New	+$301K	0.02%	670
2021 Q3	–	Sell	-3,251	Closed	-$296K	–	772
2021 Q2	$296K	Sell	3,251 -574	-15%	-$53.4K	0.02%	620
2021 Q1	$332K	Sell	3,825 -73,653	-95%	-$6.28M	0.02%	575
2020 Q4	$2.13M	Buy	77,478 +67,832	+703%	+$5.1M	0.15%	159
2020 Q3	$674K	Sell	9,646 -15,382	-61%	-$1.06M	0.06%	317
2020 Q2	$1.64M	Buy	+25,028	New	+$1.44M	0.16%	165

Other funds holding MXI

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Advocates Investment Management's MXI Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of iShares Global Materials ETF (MXI) in Q2 2024, closing a stake of 10,856 shares — an estimated $1.23M sold.

Financial Advocates Investment Management first reported a position in MXI in Q2 2020 and held it in 8 quarters. The position peaked at $2.13M in Q4 2020. 77 funds tracked by Wall St. Rank hold MXI as of Q2 2024.

Financial Advocates Investment Management reported no remaining iShares Global Materials ETF position as of Q2 2024 after selling out during the quarter.
Financial Advocates Investment Management sold 10,856 iShares Global Materials ETF shares in Q2 2024, an estimated $1.23M.
Financial Advocates Investment Management first reported a position in iShares Global Materials ETF in Q2 2020 and held it in 8 quarters.
Financial Advocates Investment Management's iShares Global Materials ETF position peaked at $2.13M in Q4 2020.
77 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.