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

Prospera Financial Services’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 Q3	–	Sell	-10,588	Closed	-$899K	–	1171
2024 Q2	$899K	Buy	10,588 +177	+2%	+$15.6K	0.03%	531
2024 Q1	$931K	Sell	10,411 -444	-4%	-$37.5K	0.03%	515
2023 Q4	$947K	Sell	10,855 -5,961	-35%	-$480K	0.03%	482
2023 Q3	$1.32M	Buy	+16,816	New	+$1.37M	0.05%	365
2022 Q3	–	Sell	-20,957	Closed	-$1.55M	–	1325
2022 Q2	$1.55M	Sell	20,957 -2,698	-11%	-$233K	0.08%	283
2022 Q1	$2.22M	Buy	23,655 +11,065	+88%	+$994K	0.09%	256
2021 Q4	$1.14M	Buy	12,590 +428	+4%	+$38K	0.05%	379
2021 Q3	$1.04M	Buy	12,162 +1,850	+18%	+$168K	0.05%	363
2021 Q2	$938K	Buy	10,312 +1,184	+13%	+$110K	0.05%	392
2021 Q1	$792K	Buy	+9,128	New	+$778K	0.05%	383

Other funds holding MXI

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 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

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

Prospera Financial Services's MXI Position: Q3 2024 in Review

Prospera Financial Services sold out of iShares Global Materials ETF (MXI) in Q3 2024, closing a stake of 10,588 shares — an estimated $899K sold.

Prospera Financial Services first reported a position in MXI in Q1 2021 and held it in 10 quarters. The position peaked at $2.22M in Q1 2022. 76 funds tracked by Wall St. Rank hold MXI as of Q3 2024.

Prospera Financial Services reported no remaining iShares Global Materials ETF position as of Q3 2024 after selling out during the quarter.
Prospera Financial Services sold 10,588 iShares Global Materials ETF shares in Q3 2024, an estimated $899K.
Prospera Financial Services first reported a position in iShares Global Materials ETF in Q1 2021 and held it in 10 quarters.
Prospera Financial Services's iShares Global Materials ETF position peaked at $2.22M in Q1 2022.
76 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2024.

Based on Prospera Financial Services's 13F filing for Q3 2024, filed 7 Nov 2024.