Integrated Wealth Concepts
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Integrated Wealth Concepts’s iShares Global Materials ETF MXI Stock Holding History

Integrated Wealth Concepts’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
2024
Q1 		– Sell
-2,384
Closed -$208K – 1687
2023
Q4 		$208K Buy
+2,384
New +$192K ﹤0.01% 1448

Other funds holding MXI

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SC
Sinecera Capital Austin, Texas $82.9M AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Integrated Wealth Concepts's MXI Position: Q1 2024 in Review

Integrated Wealth Concepts sold out of iShares Global Materials ETF (MXI) in Q1 2024, closing a stake of 2,384 shares — an estimated $208K sold.

Integrated Wealth Concepts first reported a position in MXI in Q4 2023 and held it in 1 quarter. The position peaked at $208K in Q4 2023. 79 funds tracked by Wall St. Rank hold MXI as of Q1 2024.

  • Integrated Wealth Concepts reported no remaining iShares Global Materials ETF position as of Q1 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 2,384 iShares Global Materials ETF shares in Q1 2024, an estimated $208K.
  • Integrated Wealth Concepts first reported a position in iShares Global Materials ETF in Q4 2023 and held it in 1 quarter.
  • Integrated Wealth Concepts's iShares Global Materials ETF position peaked at $208K in Q4 2023.
  • 79 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2024.

Based on Integrated Wealth Concepts's 13F filing for Q1 2024, filed 15 May 2024.