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Optimum Investment Advisors’s iShares Global Materials ETF MXI Stock Holding History

Optimum Investment 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
2023
Q1 		– Sell
-62
Closed -$4.88K – 769
2022
Q4 		$4.88K Hold
62
– – ﹤0.01% 629
2022
Q3 		$4K Hold
62
– – ﹤0.01% 678
2022
Q2 		$5K Hold
62
– – ﹤0.01% 684
2022
Q1 		$6K Buy
+62
New +$5.57K ﹤0.01% 711
2015
Q1 		$41K Hold
725
– – 0.01% 554
2014
Q4 		$41K Sell
725
-310
-30% -$17.8K 0.01% 563
2014
Q3 		$60K Hold
1,035
– – 0.02% 437
2014
Q2 		$67K Buy
+1,035
New +$65.9K 0.02% 422

Other funds holding MXI

PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Bank of America
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Sinecera Capital Austin, Texas $82.9M AUM 21.76% 1-Year Est. Return

Optimum Investment Advisors's MXI Position: Q1 2023 in Review

Optimum Investment Advisors sold out of iShares Global Materials ETF (MXI) in Q1 2023, closing a stake of 62 shares — an estimated $4.88K sold.

Optimum Investment Advisors first reported a position in MXI in Q2 2014 and held it in 8 quarters. The position peaked at $67K in Q2 2014. 91 funds tracked by Wall St. Rank hold MXI as of Q1 2023.

  • Optimum Investment Advisors reported no remaining iShares Global Materials ETF position as of Q1 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 62 iShares Global Materials ETF shares in Q1 2023, an estimated $4.88K.
  • Optimum Investment Advisors first reported a position in iShares Global Materials ETF in Q2 2014 and held it in 8 quarters.
  • Optimum Investment Advisors's iShares Global Materials ETF position peaked at $67K in Q2 2014.
  • 91 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2023.

Based on Optimum Investment Advisors's 13F filing for Q1 2023, filed 3 May 2023.