Kistler-Tiffany Companies’s iShares Global Materials ETF MXI Stock Holding History

Kistler-Tiffany Companies’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 Q2	$4.91K	Buy	+60	New	+$4.91K	﹤0.01%	761
2020 Q2	–	Sell	-231	Closed	-$16K	–	620
2020 Q1	$16K	Hold	231	–	–	0.01%	391
2019 Q4	$16K	Buy	231 +1	+0.4%	+$65	0.01%	398
2019 Q3	$14K	Sell	230 -1	-0.4%	-$62	0.01%	412
2019 Q2	$15K	Hold	231	–	–	0.01%	395
2019 Q1	$15K	Hold	231	–	–	0.01%	381
2018 Q4	$13K	Sell	231 -153	-40%	-$9.33K	0.01%	373
2018 Q3	$26K	Sell	384 -77	-17%	-$5.16K	0.01%	316
2018 Q2	$31K	Hold	461	–	–	0.01%	300
2018 Q1	$31K	Hold	461	–	–	0.01%	323
2017 Q4	$32K	Hold	461	–	–	0.01%	325
2017 Q3	$30K	Hold	461	–	–	0.01%	327
2017 Q2	$28K	Hold	461	–	–	0.01%	319
2017 Q1	$27K	Hold	461	–	–	0.01%	312
2016 Q4	$25K	Hold	461	–	–	0.01%	330
2016 Q3	$25K	Hold	461	–	–	0.01%	340
2016 Q2	$23K	Hold	461	–	–	0.01%	344
2016 Q1	$22K	Hold	461	–	–	0.01%	348
2015 Q4	$21K	Hold	461	–	–	0.01%	370
2015 Q3	$20K	Hold	461	–	–	0.01%	359
2015 Q2	$26K	Hold	461	–	–	0.02%	344
2015 Q1	$26K	Hold	461	–	–	0.02%	326
2014 Q4	$26K	Hold	461	–	–	0.02%	329
2014 Q3	$28K	Hold	461	–	–	0.02%	323
2014 Q2	$30K	Hold	461	–	–	0.02%	313
2014 Q1	$29K	Hold	461	–	–	0.02%	305
2013 Q4	$28K	Hold	461	–	–	0.02%	309
2013 Q3	$28K	Hold	461	–	–	0.02%	306
2013 Q2	$25K	Buy	+461	New	+$26.6K	0.02%	313

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Kistler-Tiffany Companies's MXI Position: Q2 2023 in Review

Kistler-Tiffany Companies opened a new position in iShares Global Materials ETF (MXI) in Q2 2023: 60 shares worth $4.91K. The stake represents ﹤0.01% of the portfolio and ranks #761 among its holdings. This is a return to the name: Kistler-Tiffany Companies previously reported a position in MXI as recently as Q1 2020.

Kistler-Tiffany Companies first reported a position in MXI in Q2 2013 and has held it in 29 quarters since. The position peaked at $32K in Q4 2017. 80 funds tracked by Wall St. Rank hold MXI as of Q2 2023.

Kistler-Tiffany Companies held 60 shares of iShares Global Materials ETF worth $4.91K as of Q2 2023.
iShares Global Materials ETF was a new Kistler-Tiffany Companies position in Q2 2023.
iShares Global Materials ETF made up ﹤0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #761 holding.
Kistler-Tiffany Companies first reported a position in iShares Global Materials ETF in Q2 2013 and has held it in 29 quarters since.
Kistler-Tiffany Companies's iShares Global Materials ETF position peaked at $32K in Q4 2017.
80 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.