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Parallel Advisors’s iShares Global Materials ETF MXI Stock Holding History

Parallel 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
Q2 		– Sell
-200
Closed -$16.7K – 3474
2023
Q1 		$16.7K Buy
+200
New +$16.6K ﹤0.01% 1916
2022
Q3 		– Sell
-5
Closed – – 3370
2022
Q2 		$0 Hold
5
– – ﹤0.01% 3226
2022
Q1 		$0 Hold
5
– – ﹤0.01% 3159
2021
Q4 		$0 Hold
5
– – ﹤0.01% 3211
2021
Q3 		$0 Hold
5
– – ﹤0.01% 3201
2021
Q2 		$0 Buy
+5
New +$465 ﹤0.01% 3012

Other funds holding MXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
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

Parallel Advisors's MXI Position: Q2 2023 in Review

Parallel Advisors sold out of iShares Global Materials ETF (MXI) in Q2 2023, closing a stake of 200 shares — an estimated $16.7K sold.

Parallel Advisors first reported a position in MXI in Q2 2021 and held it in 6 quarters. The position peaked at $16.7K in Q1 2023. 80 funds tracked by Wall St. Rank hold MXI as of Q2 2023.

  • Parallel Advisors reported no remaining iShares Global Materials ETF position as of Q2 2023 after selling out during the quarter.
  • Parallel Advisors sold 200 iShares Global Materials ETF shares in Q2 2023, an estimated $16.7K.
  • Parallel Advisors first reported a position in iShares Global Materials ETF in Q2 2021 and held it in 6 quarters.
  • Parallel Advisors's iShares Global Materials ETF position peaked at $16.7K in Q1 2023.
  • 80 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2023.

Based on Parallel Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.