Institutional & Family Asset Management’s iShares Global Materials ETF MXI Stock Holding History

Institutional & Family Asset Management’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
2022 Q2	–	Sell	-126	Closed	-$12K	–	765
2022 Q1	$12K	Sell	126 -1,616	-93%	-$145K	﹤0.01%	421
2021 Q4	$158K	Sell	1,742 -157	-8%	-$13.9K	0.02%	174
2021 Q3	$162K	Hold	1,899	–	–	0.03%	193
2021 Q2	$173K	Buy	1,899 +58	+3%	+$5.39K	0.03%	188
2021 Q1	$160K	Buy	1,841 +1,616	+718%	+$138K	0.03%	208
2020 Q4	$18K	Hold	225	–	–	﹤0.01%	453
2020 Q3	$16K	Hold	225	–	–	﹤0.01%	426
2020 Q2	$14K	Buy	+225	New	+$13K	﹤0.01%	445

Other funds holding MXI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Institutional & Family Asset Management's MXI Position: Q2 2022 in Review

Institutional & Family Asset Management sold out of iShares Global Materials ETF (MXI) in Q2 2022, closing a stake of 126 shares — an estimated $12K sold.

Institutional & Family Asset Management first reported a position in MXI in Q2 2020 and held it in 8 quarters. The position peaked at $173K in Q2 2021. 106 funds tracked by Wall St. Rank hold MXI as of Q2 2022.

Institutional & Family Asset Management reported no remaining iShares Global Materials ETF position as of Q2 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 126 iShares Global Materials ETF shares in Q2 2022, an estimated $12K.
Institutional & Family Asset Management first reported a position in iShares Global Materials ETF in Q2 2020 and held it in 8 quarters.
Institutional & Family Asset Management's iShares Global Materials ETF position peaked at $173K in Q2 2021.
106 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2022.

Based on Institutional & Family Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.