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Ridgewood Investments’s iShares Global Materials ETF MXI Stock Holding History

Ridgewood Investments’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
Q3 		– Sell
-100
Closed -$8.19K – 548
2023
Q2 		$8.19K Hold
100
– – ﹤0.01% 536
2023
Q1 		$8.37K Buy
+100
New +$8.32K 0.01% 539

Other funds holding MXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
WAOTB
Wealth Advisors of Tampa Bay Tampa, Florida $302M AUM 26.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ridgewood Investments's MXI Position: Q3 2023 in Review

Ridgewood Investments sold out of iShares Global Materials ETF (MXI) in Q3 2023, closing a stake of 100 shares — an estimated $8.19K sold.

Ridgewood Investments first reported a position in MXI in Q1 2023 and held it in 2 quarters. The position peaked at $8.37K in Q1 2023. 74 funds tracked by Wall St. Rank hold MXI as of Q3 2023.

  • Ridgewood Investments reported no remaining iShares Global Materials ETF position as of Q3 2023 after selling out during the quarter.
  • Ridgewood Investments sold 100 iShares Global Materials ETF shares in Q3 2023, an estimated $8.19K.
  • Ridgewood Investments first reported a position in iShares Global Materials ETF in Q1 2023 and held it in 2 quarters.
  • Ridgewood Investments's iShares Global Materials ETF position peaked at $8.37K in Q1 2023.
  • 74 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2023.

Based on Ridgewood Investments's 13F filing for Q3 2023, filed 20 Oct 2023.