Interactive Financial Advisors’s iShares Global Materials ETF MXI Stock Holding History

Interactive Financial 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
2023 Q1	–	Sell	-77	Closed	-$6.06K	–	127
2022 Q4	$6.06K	Buy	77 +1	+1%	+$76	﹤0.01%	161
2022 Q3	$5K	Buy	76 +1	+1%	+$74	﹤0.01%	162
2022 Q2	$6K	Buy	75 +3	+4%	+$259	﹤0.01%	148
2022 Q1	$7K	Buy	72 +1	+1%	+$90	﹤0.01%	156
2021 Q4	$6K	Buy	71 +1	+1%	+$89	﹤0.01%	155
2021 Q3	$6K	Sell	70 -971	-93%	-$88.3K	﹤0.01%	164
2021 Q2	$95K	Buy	1,041 +854	+457%	+$79.4K	0.04%	106
2021 Q1	$16K	Sell	187 -14	-7%	-$1.19K	0.01%	147
2020 Q4	$16K	Buy	201 +1	+0.5%	+$75	0.01%	142
2020 Q3	$14K	Buy	200 +1	+0.5%	+$69	0.01%	129
2020 Q2	$12K	Buy	199 +7	+4%	+$403	0.01%	129
2020 Q1	$10K	Sell	192 -28	-13%	-$1.68K	0.01%	93
2019 Q4	$15K	Buy	220 +1	+0.5%	+$65	0.01%	132
2019 Q3	$14K	Buy	219 +1	+0.5%	+$62	0.01%	114
2019 Q2	$14K	Buy	218 +19	+10%	+$1.22K	0.01%	129
2019 Q1	$13K	Buy	199 +2	+1%	+$124	0.01%	110
2018 Q4	$11K	Buy	197 +2	+1%	+$122	0.01%	85
2018 Q3	$13K	Hold	195	–	–	0.01%	109
2018 Q2	$13K	Sell	195 -13	-6%	-$902	0.01%	102
2018 Q1	$14K	Sell	208 -1	-0.5%	-$71	0.01%	99
2017 Q4	$15K	Hold	209	–	–	0.01%	102
2017 Q3	$14K	Buy	209 +1	+0.5%	+$63	0.01%	92
2017 Q2	$12K	Sell	208 -12	-5%	-$713	0.01%	89
2017 Q1	$13K	Sell	220 -6	-3%	-$352	0.01%	92
2016 Q4	$12K	Hold	226	–	–	0.01%	94
2016 Q3	$12K	Buy	226 +3	+1%	+$156	0.01%	91
2016 Q2	$11K	Buy	223 +20	+10%	+$986	0.01%	76
2016 Q1	$10K	Buy	203 +11	+6%	+$477	0.01%	71
2015 Q4	$9K	Buy	192 +2	+1%	+$95	0.01%	79
2015 Q3	$8K	Buy	190 +9	+5%	+$451	﹤0.01%	71
2015 Q2	$10K	Sell	181 -430	-70%	-$25.3K	0.01%	83
2015 Q1	$35K	Sell	611 -94	-13%	-$5.39K	0.02%	78
2014 Q4	$39K	Sell	705 -165	-19%	-$9.46K	0.02%	72
2014 Q3	$52K	Sell	870 -108	-11%	-$6.9K	0.03%	59
2014 Q2	$63K	Buy	978 +366	+60%	+$23.3K	0.04%	56
2014 Q1	$38K	Sell	612 -72	-11%	-$4.42K	0.02%	59
2013 Q4	$43K	Sell	684 -154	-18%	-$9.36K	0.03%	54
2013 Q3	$50K	Buy	838 +28	+3%	+$1.61K	0.03%	51
2013 Q2	$43K	Buy	+810	New	+$46.8K	0.03%	43

Other funds holding MXI

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 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

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

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

AAS

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

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

Interactive Financial Advisors's MXI Position: Q1 2023 in Review

Interactive Financial Advisors sold out of iShares Global Materials ETF (MXI) in Q1 2023, closing a stake of 77 shares — an estimated $6.06K sold.

Interactive Financial Advisors first reported a position in MXI in Q2 2013 and held it in 39 quarters. The position peaked at $95K in Q2 2021. 91 funds tracked by Wall St. Rank hold MXI as of Q1 2023.

Interactive Financial Advisors reported no remaining iShares Global Materials ETF position as of Q1 2023 after selling out during the quarter.
Interactive Financial Advisors sold 77 iShares Global Materials ETF shares in Q1 2023, an estimated $6.06K.
Interactive Financial Advisors first reported a position in iShares Global Materials ETF in Q2 2013 and held it in 39 quarters.
Interactive Financial Advisors's iShares Global Materials ETF position peaked at $95K in Q2 2021.
91 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2023.

Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.