Migdal Insurance & Financial Holdings’s iShares Global Materials ETF MXI Stock Holding History

Migdal Insurance & Financial Holdings’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	-425	Closed	-$36K	–	518
2023 Q1	$36K	Sell	425 -1,369	-76%	-$114K	﹤0.01%	374
2022 Q4	$141K	Buy	1,794 +425	+31%	+$32.5K	﹤0.01%	236
2022 Q3	$93K	Sell	1,369 -150	-10%	-$11.1K	﹤0.01%	265
2022 Q2	$112K	Sell	1,519 -30,560	-95%	-$2.64M	﹤0.01%	294
2022 Q1	$3.02M	Buy	32,079 +1,564	+5%	+$141K	0.05%	119
2021 Q4	$2.76M	Buy	30,515 +741	+2%	+$65.8K	0.03%	153
2021 Q3	$2.54M	Sell	29,774 -4,473	-13%	-$407K	0.03%	167
2021 Q2	$3.11M	Buy	+34,247	New	+$3.18M	0.03%	157

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

Migdal Insurance & Financial Holdings's MXI Position: Q2 2023 in Review

Migdal Insurance & Financial Holdings sold out of iShares Global Materials ETF (MXI) in Q2 2023, closing a stake of 425 shares — an estimated $36K sold.

Migdal Insurance & Financial Holdings first reported a position in MXI in Q2 2021 and held it in 8 quarters. The position peaked at $3.11M in Q2 2021. 80 funds tracked by Wall St. Rank hold MXI as of Q2 2023.

Migdal Insurance & Financial Holdings reported no remaining iShares Global Materials ETF position as of Q2 2023 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 425 iShares Global Materials ETF shares in Q2 2023, an estimated $36K.
Migdal Insurance & Financial Holdings first reported a position in iShares Global Materials ETF in Q2 2021 and held it in 8 quarters.
Migdal Insurance & Financial Holdings's iShares Global Materials ETF position peaked at $3.11M in Q2 2021.
80 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2023.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2023, filed 24 Jul 2023.