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Howe & Rusling’s iShares Global Materials ETF MXI Stock Holding History

Howe & Rusling’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
2013
Q3 		– Sell
-53
Closed -$3K – 913
2013
Q2 		$3K Buy
+53
New +$3.06K ﹤0.01% 779

Other funds holding MXI

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $628M AUM 15.58% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Howe & Rusling's MXI Position: Q3 2013 in Review

Howe & Rusling sold out of iShares Global Materials ETF (MXI) in Q3 2013, closing a stake of 53 shares — an estimated $3K sold.

Howe & Rusling first reported a position in MXI in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 65 funds tracked by Wall St. Rank hold MXI as of Q3 2013.

  • Howe & Rusling reported no remaining iShares Global Materials ETF position as of Q3 2013 after selling out during the quarter.
  • Howe & Rusling sold 53 iShares Global Materials ETF shares in Q3 2013, an estimated $3K.
  • Howe & Rusling first reported a position in iShares Global Materials ETF in Q2 2013 and held it in 1 quarter.
  • Howe & Rusling's iShares Global Materials ETF position peaked at $3K in Q2 2013.
  • 65 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2013.

Based on Howe & Rusling's 13F filing for Q3 2013, filed 8 Nov 2013.