MBL Wealth’s iShares Global Materials ETF MXI Stock Holding History

MBL Wealth’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	–	Sell	-4,903	Closed	-$410K	–	182
2023 Q1	$410K	Buy	+4,903	New	+$408K	0.06%	110

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

MBL Wealth's MXI Position: Q2 2023 in Review

MBL Wealth sold out of iShares Global Materials ETF (MXI) in Q2 2023, closing a stake of 4,903 shares — an estimated $410K sold.

MBL Wealth first reported a position in MXI in Q1 2023 and held it in 1 quarter. The position peaked at $410K in Q1 2023. 80 funds tracked by Wall St. Rank hold MXI as of Q2 2023.

MBL Wealth reported no remaining iShares Global Materials ETF position as of Q2 2023 after selling out during the quarter.
MBL Wealth sold 4,903 iShares Global Materials ETF shares in Q2 2023, an estimated $410K.
MBL Wealth first reported a position in iShares Global Materials ETF in Q1 2023 and held it in 1 quarter.
MBL Wealth's iShares Global Materials ETF position peaked at $410K in Q1 2023.
80 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2023.

Based on MBL Wealth's 13F filing for Q2 2023, filed 17 Jul 2023.