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Jaffetilchin Investment Partners’s iShares Global Materials ETF MXI Stock Holding History

Jaffetilchin Investment 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
2024
Q4 		– Sell
-120
Closed -$11.2K – 937
2024
Q3 		$11.2K Buy
+120
New +$10.4K ﹤0.01% 880

Other funds holding MXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Jaffetilchin Investment Partners's MXI Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of iShares Global Materials ETF (MXI) in Q4 2024, closing a stake of 120 shares — an estimated $11.2K sold.

Jaffetilchin Investment Partners first reported a position in MXI in Q3 2024 and held it in 1 quarter. The position peaked at $11.2K in Q3 2024. 81 funds tracked by Wall St. Rank hold MXI as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining iShares Global Materials ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 120 iShares Global Materials ETF shares in Q4 2024, an estimated $11.2K.
  • Jaffetilchin Investment Partners first reported a position in iShares Global Materials ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's iShares Global Materials ETF position peaked at $11.2K in Q3 2024.
  • 81 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.