High Net Worth Advisory Group’s iShares Global Materials ETF MXI Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-146	Closed	-$11.5K	–	432
2022 Q4	$11.5K	Hold	146	–	–	﹤0.01%	488
2022 Q3	$10K	Hold	146	–	–	﹤0.01%	538
2022 Q2	$11K	Hold	146	–	–	﹤0.01%	520
2022 Q1	$14K	Hold	146	–	–	0.01%	491
2021 Q4	$13K	Buy	+146	New	+$13K	﹤0.01%	515

Other funds holding MXI

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

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

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AAS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

High Net Worth Advisory Group's MXI Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of iShares Global Materials ETF (MXI) in Q1 2023, closing a stake of 146 shares — an estimated $11.5K sold.

High Net Worth Advisory Group first reported a position in MXI in Q4 2021 and held it in 5 quarters. The position peaked at $14K in Q1 2022. 91 funds tracked by Wall St. Rank hold MXI as of Q1 2023.

High Net Worth Advisory Group reported no remaining iShares Global Materials ETF position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 146 iShares Global Materials ETF shares in Q1 2023, an estimated $11.5K.
High Net Worth Advisory Group first reported a position in iShares Global Materials ETF in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's iShares Global Materials ETF position peaked at $14K in Q1 2022.
91 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.