Newbridge Financial Services Group’s iShares Global Materials ETF MXI Stock Holding History

Newbridge Financial Services Group’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
2024 Q1	–	Sell	-22	Closed	-$1.92K	–	1252
2023 Q4	$1.92K	Hold	22	–	–	﹤0.01%	974
2023 Q3	$1.73K	Hold	22	–	–	﹤0.01%	1091
2023 Q2	$1.8K	Hold	22	–	–	﹤0.01%	1143
2023 Q1	$1.84K	Hold	22	–	–	﹤0.01%	1202
2022 Q4	$1.73K	Hold	22	–	–	﹤0.01%	1240
2022 Q3	$1K	Hold	22	–	–	﹤0.01%	1314
2022 Q2	$2K	Hold	22	–	–	﹤0.01%	1197
2022 Q1	$2K	Hold	22	–	–	﹤0.01%	1303
2021 Q4	$2K	Buy	+22	New	+$1.96K	﹤0.01%	1250

Other funds holding MXI

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Newbridge Financial Services Group's MXI Position: Q1 2024 in Review

Newbridge Financial Services Group sold out of iShares Global Materials ETF (MXI) in Q1 2024, closing a stake of 22 shares — an estimated $1.92K sold.

Newbridge Financial Services Group first reported a position in MXI in Q4 2021 and held it in 9 quarters. The position peaked at $2K in Q2 2022. 79 funds tracked by Wall St. Rank hold MXI as of Q1 2024.

Newbridge Financial Services Group reported no remaining iShares Global Materials ETF position as of Q1 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 22 iShares Global Materials ETF shares in Q1 2024, an estimated $1.92K.
Newbridge Financial Services Group first reported a position in iShares Global Materials ETF in Q4 2021 and held it in 9 quarters.
Newbridge Financial Services Group's iShares Global Materials ETF position peaked at $2K in Q2 2022.
79 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2024.

Based on Newbridge Financial Services Group's 13F filing for Q1 2024, filed 24 Apr 2024.