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Independence Advisors’s iShares Global Materials ETF MXI Stock Holding History

Independence 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
Q3 		$10K Hold
145
– – ﹤0.01% 151
2020
Q2 		$9K Buy
+145
New +$8.35K ﹤0.01% 145

Other funds holding MXI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Independence Advisors's MXI Position: Q3 2020 in Review

Independence Advisors held its iShares Global Materials ETF (MXI) position steady in Q3 2020 at 145 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #151.

Independence Advisors first reported a position in MXI in Q2 2020 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold MXI as of Q3 2020.

  • Independence Advisors held 145 shares of iShares Global Materials ETF worth $10K as of Q3 2020.
  • Independence Advisors left its iShares Global Materials ETF share count unchanged in Q3 2020.
  • iShares Global Materials ETF made up ﹤0.01% of Independence Advisors's portfolio in Q3 2020, its #151 holding.
  • Independence Advisors first reported a position in iShares Global Materials ETF in Q2 2020 and has held it in 2 quarters since.
  • 65 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.