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Financial Freedom LLC’s iShares Global Materials ETF MXI Stock Holding History

Financial Freedom LLC’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
-426
Closed -$38.1K – 376
2024
Q1 		$38.1K Hold
426
– – 0.02% 174
2023
Q4 		$37.2K Hold
426
– – 0.02% 171
2023
Q3 		$33.4K Hold
426
– – 0.02% 177
2023
Q2 		$34.9K Sell
426
-133
-24% -$10.9K 0.02% 171
2023
Q1 		$46.8K Sell
559
-1,256
-69% -$105K 0.03% 152
2022
Q4 		$143K Buy
+1,815
New +$139K 0.1% 99

Other funds holding MXI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SC
Sinecera Capital Austin, Texas $82.9M AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Freedom LLC's MXI Position: Q2 2024 in Review

Financial Freedom LLC sold out of iShares Global Materials ETF (MXI) in Q2 2024, closing a stake of 426 shares — an estimated $38.1K sold.

Financial Freedom LLC first reported a position in MXI in Q4 2022 and held it in 6 quarters. The position peaked at $143K in Q4 2022. 77 funds tracked by Wall St. Rank hold MXI as of Q2 2024.

  • Financial Freedom LLC reported no remaining iShares Global Materials ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Freedom LLC sold 426 iShares Global Materials ETF shares in Q2 2024, an estimated $38.1K.
  • Financial Freedom LLC first reported a position in iShares Global Materials ETF in Q4 2022 and held it in 6 quarters.
  • Financial Freedom LLC's iShares Global Materials ETF position peaked at $143K in Q4 2022.
  • 77 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2024.

Based on Financial Freedom LLC's 13F filing for Q2 2024, filed 23 Jul 2024.