Pinnacle Family Advisors’s iShares Global Materials ETF MXI Stock Holding History

Pinnacle Family 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
2018 Q4	–	Sell	-10,170	Closed	-$685K	–	70
2018 Q3	$685K	Sell	10,170 -2,320	-19%	-$155K	0.36%	40
2018 Q2	$840K	Sell	12,490 -2,030	-14%	-$141K	0.45%	41
2018 Q1	$982K	Sell	14,520 -800	-5%	-$56.7K	0.56%	32
2017 Q4	$1.07M	Sell	15,320 -530	-3%	-$35.8K	0.5%	37
2017 Q3	$1.04M	Buy	15,850 +760	+5%	+$48.2K	0.49%	41
2017 Q2	$903K	Buy	15,090 +710	+5%	+$42.2K	0.5%	40
2017 Q1	$851K	Sell	14,380 -11,455	-44%	-$672K	0.53%	37
2016 Q4	$1.42M	Buy	+25,835	New	+$1.4M	0.87%	30

Other funds holding MXI

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Pinnacle Family Advisors's MXI Position: Q4 2018 in Review

Pinnacle Family Advisors sold out of iShares Global Materials ETF (MXI) in Q4 2018, closing a stake of 10,170 shares — an estimated $685K sold.

Pinnacle Family Advisors first reported a position in MXI in Q4 2016 and held it in 8 quarters. The position peaked at $1.42M in Q4 2016. 58 funds tracked by Wall St. Rank hold MXI as of Q4 2018.

Pinnacle Family Advisors reported no remaining iShares Global Materials ETF position as of Q4 2018 after selling out during the quarter.
Pinnacle Family Advisors sold 10,170 iShares Global Materials ETF shares in Q4 2018, an estimated $685K.
Pinnacle Family Advisors first reported a position in iShares Global Materials ETF in Q4 2016 and held it in 8 quarters.
Pinnacle Family Advisors's iShares Global Materials ETF position peaked at $1.42M in Q4 2016.
58 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q4 2018.

Based on Pinnacle Family Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.