Lindbrook Capital’s iShares Global Materials ETF MXI Stock Holding History

Lindbrook Capital’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	-928	Closed	-$87K	–	2665
2022 Q1	$87K	Sell	928 -62	-6%	-$5.57K	0.01%	506
2021 Q4	$90K	Buy	990 +62	+7%	+$5.51K	0.01%	517
2021 Q3	$79K	Hold	928	–	–	0.02%	321
2021 Q2	$84K	Buy	+928	New	+$86.3K	0.02%	336

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

Lindbrook Capital's MXI Position: Q2 2022 in Review

Lindbrook Capital sold out of iShares Global Materials ETF (MXI) in Q2 2022, closing a stake of 928 shares — an estimated $87K sold.

Lindbrook Capital first reported a position in MXI in Q2 2021 and held it in 4 quarters. The position peaked at $90K in Q4 2021. 106 funds tracked by Wall St. Rank hold MXI as of Q2 2022.

Lindbrook Capital reported no remaining iShares Global Materials ETF position as of Q2 2022 after selling out during the quarter.
Lindbrook Capital sold 928 iShares Global Materials ETF shares in Q2 2022, an estimated $87K.
Lindbrook Capital first reported a position in iShares Global Materials ETF in Q2 2021 and held it in 4 quarters.
Lindbrook Capital's iShares Global Materials ETF position peaked at $90K in Q4 2021.
106 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2022.

Based on Lindbrook Capital's 13F filing for Q2 2022, filed 1 Aug 2022.