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Independent Advisor Alliance’s iShares Global Materials ETF MXI Stock Holding History

Independent Advisor Alliance’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
2017
Q2 		– Sell
-6,965
Closed -$413K – 344
2017
Q1 		$413K Buy
+6,965
New +$409K 0.07% 249

Other funds holding MXI

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Independent Advisor Alliance's MXI Position: Q2 2017 in Review

Independent Advisor Alliance sold out of iShares Global Materials ETF (MXI) in Q2 2017, closing a stake of 6,965 shares — an estimated $413K sold.

Independent Advisor Alliance first reported a position in MXI in Q1 2017 and held it in 1 quarter. The position peaked at $413K in Q1 2017. 56 funds tracked by Wall St. Rank hold MXI as of Q2 2017.

  • Independent Advisor Alliance reported no remaining iShares Global Materials ETF position as of Q2 2017 after selling out during the quarter.
  • Independent Advisor Alliance sold 6,965 iShares Global Materials ETF shares in Q2 2017, an estimated $413K.
  • Independent Advisor Alliance first reported a position in iShares Global Materials ETF in Q1 2017 and held it in 1 quarter.
  • Independent Advisor Alliance's iShares Global Materials ETF position peaked at $413K in Q1 2017.
  • 56 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2017.

Based on Independent Advisor Alliance's 13F filing for Q2 2017, filed 14 Aug 2017.