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Nationwide Fund Advisors’s iShares Global Materials ETF MXI Stock Holding History

Nationwide Fund Advisors’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
2017
Q2 		– Sell
-7,330
Closed -$434K – 3241
2017
Q1 		$434K Sell
7,330
-660
-8% -$38.7K ﹤0.01% 2229
2016
Q4 		$438K Hold
7,990
– – ﹤0.01% 2238
2016
Q3 		$427K Hold
7,990
– – ﹤0.01% 2253
2016
Q2 		$392K Buy
+7,990
New +$394K ﹤0.01% 2275

Other funds holding MXI

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Nationwide Fund Advisors's MXI Position: Q2 2017 in Review

Nationwide Fund Advisors sold out of iShares Global Materials ETF (MXI) in Q2 2017, closing a stake of 7,330 shares — an estimated $434K sold.

Nationwide Fund Advisors first reported a position in MXI in Q2 2016 and held it in 4 quarters. The position peaked at $438K in Q4 2016. 56 funds tracked by Wall St. Rank hold MXI as of Q2 2017.

  • Nationwide Fund Advisors reported no remaining iShares Global Materials ETF position as of Q2 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 7,330 iShares Global Materials ETF shares in Q2 2017, an estimated $434K.
  • Nationwide Fund Advisors first reported a position in iShares Global Materials ETF in Q2 2016 and held it in 4 quarters.
  • Nationwide Fund Advisors's iShares Global Materials ETF position peaked at $438K in Q4 2016.
  • 56 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2017.

Based on Nationwide Fund Advisors's 13F filing for Q2 2017, filed 10 Aug 2017.