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Moisand Fitzgerald Tamayo’s iShares Global Materials ETF MXI Stock Holding History

Moisand Fitzgerald Tamayo’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
2021
Q3 		– Sell
-37
Closed -$3K – 403
2021
Q2 		$3K Buy
+37
New +$3.44K ﹤0.01% 346

Other funds holding MXI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Moisand Fitzgerald Tamayo's MXI Position: Q3 2021 in Review

Moisand Fitzgerald Tamayo sold out of iShares Global Materials ETF (MXI) in Q3 2021, closing a stake of 37 shares — an estimated $3K sold.

Moisand Fitzgerald Tamayo first reported a position in MXI in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 107 funds tracked by Wall St. Rank hold MXI as of Q3 2021.

  • Moisand Fitzgerald Tamayo reported no remaining iShares Global Materials ETF position as of Q3 2021 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 37 iShares Global Materials ETF shares in Q3 2021, an estimated $3K.
  • Moisand Fitzgerald Tamayo first reported a position in iShares Global Materials ETF in Q2 2021 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's iShares Global Materials ETF position peaked at $3K in Q2 2021.
  • 107 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2021.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2021, filed 1 Nov 2021.