Interchange Capital Partners’s iShares Global Materials ETF MXI Stock Holding History

Interchange Capital Partners’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	-4,441	Closed	-$417K	–	169
2022 Q1	$417K	Buy	4,441 +606	+16%	+$54.5K	0.43%	82
2021 Q4	$346K	Buy	+3,835	New	+$341K	0.35%	98
2021 Q2	–	Sell	-6,660	Closed	-$604K	–	183
2021 Q1	$604K	Buy	6,660 +908	+16%	+$77.4K	0.33%	98
2020 Q4	$468K	Buy	+5,752	New	+$432K	0.25%	108

Other funds holding MXI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Interchange Capital Partners's MXI Position: Q2 2022 in Review

Interchange Capital Partners sold out of iShares Global Materials ETF (MXI) in Q2 2022, closing a stake of 4,441 shares — an estimated $417K sold.

Interchange Capital Partners first reported a position in MXI in Q4 2020 and held it in 4 quarters. The position peaked at $604K in Q1 2021. 106 funds tracked by Wall St. Rank hold MXI as of Q2 2022.

Interchange Capital Partners reported no remaining iShares Global Materials ETF position as of Q2 2022 after selling out during the quarter.
Interchange Capital Partners sold 4,441 iShares Global Materials ETF shares in Q2 2022, an estimated $417K.
Interchange Capital Partners first reported a position in iShares Global Materials ETF in Q4 2020 and held it in 4 quarters.
Interchange Capital Partners's iShares Global Materials ETF position peaked at $604K in Q1 2021.
106 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2022.

Based on Interchange Capital Partners's 13F filing for Q2 2022, filed 5 Aug 2022.