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

Realta 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
2024 Q3	–	Sell	-40	Closed	-$3.4K	–	623
2024 Q2	$3.4K	Hold	40	–	–	﹤0.01%	743
2024 Q1	$3.58K	Buy	+40	New	+$3.37K	﹤0.01%	763
2023 Q4	–	Sell	-40	Closed	-$3.27K	–	668
2023 Q3	$3.27K	Hold	40	–	–	﹤0.01%	743
2023 Q2	$3.27K	Buy	+40	New	+$3.27K	﹤0.01%	793
2023 Q1	–	Sell	-40	Closed	-$3.15K	–	679
2022 Q4	$3.15K	Hold	40	–	–	﹤0.01%	798
2022 Q3	$3K	Buy	+40	New	+$2.95K	﹤0.01%	776

Other funds holding MXI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return

Sinecera Capital Austin, Texas $82.9M AUM 21.76% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Realta Investment Advisors's MXI Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares Global Materials ETF (MXI) in Q3 2024, closing a stake of 40 shares — an estimated $3.4K sold.

Realta Investment Advisors first reported a position in MXI in Q3 2022 and held it in 6 quarters. The position peaked at $3.58K in Q1 2024. 76 funds tracked by Wall St. Rank hold MXI as of Q3 2024.

Realta Investment Advisors reported no remaining iShares Global Materials ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 40 iShares Global Materials ETF shares in Q3 2024, an estimated $3.4K.
Realta Investment Advisors first reported a position in iShares Global Materials ETF in Q3 2022 and held it in 6 quarters.
Realta Investment Advisors's iShares Global Materials ETF position peaked at $3.58K in Q1 2024.
76 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.