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HHM Wealth Advisors’s iShares Global Materials ETF MXI Stock Holding History

HHM Wealth Advisors’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
2020
Q2 		– Sell
-697
Closed -$35K – 520
2020
Q1 		$35K Buy
+697
New +$41.8K 0.02% 238

Other funds holding MXI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HHM Wealth Advisors's MXI Position: Q2 2020 in Review

HHM Wealth Advisors sold out of iShares Global Materials ETF (MXI) in Q2 2020, closing a stake of 697 shares — an estimated $35K sold.

HHM Wealth Advisors first reported a position in MXI in Q1 2020 and held it in 1 quarter. The position peaked at $35K in Q1 2020. 61 funds tracked by Wall St. Rank hold MXI as of Q2 2020.

  • HHM Wealth Advisors reported no remaining iShares Global Materials ETF position as of Q2 2020 after selling out during the quarter.
  • HHM Wealth Advisors sold 697 iShares Global Materials ETF shares in Q2 2020, an estimated $35K.
  • HHM Wealth Advisors first reported a position in iShares Global Materials ETF in Q1 2020 and held it in 1 quarter.
  • HHM Wealth Advisors's iShares Global Materials ETF position peaked at $35K in Q1 2020.
  • 61 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2020.

Based on HHM Wealth Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.