FGC
MXI icon

Financial Gravity Companies’s iShares Global Materials ETF MXI Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$7K Buy
+107
New +$6.53K 0.01% 654
2018
Q1 		$6K Sell
88
-9
-9% -$638 0.01% 680
2017
Q4 		$7K Buy
+97
New +$6.55K 0.01% 642

Other funds holding MXI

MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Financial Gravity Companies's MXI Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in iShares Global Materials ETF (MXI) in Q4 2018: 107 shares worth $7K. The stake represents 0.01% of the portfolio and ranks #654 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MXI as recently as Q1 2018.

Financial Gravity Companies first reported a position in MXI in Q4 2017 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold MXI as of Q4 2018.

  • Financial Gravity Companies held 107 shares of iShares Global Materials ETF worth $7K as of Q4 2018.
  • iShares Global Materials ETF was a new Financial Gravity Companies position in Q4 2018.
  • iShares Global Materials ETF made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #654 holding.
  • Financial Gravity Companies first reported a position in iShares Global Materials ETF in Q4 2017 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.