Principal Financial Group
MXI icon

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

Principal Financial 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
2015
Q1 		– Sell
-3,850
Closed -$215K – 2190
2014
Q4 		$215K Buy
+3,850
New +$221K ﹤0.01% 2020
2013
Q3 		– Sell
-4,400
Closed -$234K – 2284
2013
Q2 		$234K Buy
+4,400
New +$254K ﹤0.01% 2024

Other funds holding MXI

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $492M AUM 14.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Principal Financial Group's MXI Position: Q1 2015 in Review

Principal Financial Group sold out of iShares Global Materials ETF (MXI) in Q1 2015, closing a stake of 3,850 shares — an estimated $215K sold.

Principal Financial Group first reported a position in MXI in Q2 2013 and held it in 2 quarters. The position peaked at $234K in Q2 2013. 55 funds tracked by Wall St. Rank hold MXI as of Q1 2015.

  • Principal Financial Group reported no remaining iShares Global Materials ETF position as of Q1 2015 after selling out during the quarter.
  • Principal Financial Group sold 3,850 iShares Global Materials ETF shares in Q1 2015, an estimated $215K.
  • Principal Financial Group first reported a position in iShares Global Materials ETF in Q2 2013 and held it in 2 quarters.
  • Principal Financial Group's iShares Global Materials ETF position peaked at $234K in Q2 2013.
  • 55 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2015.

Based on Principal Financial Group's 13F filing for Q1 2015, filed 12 May 2015.