Sage Mountain Advisors’s iShares Global Materials ETF MXI Stock Holding History

Sage Mountain 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
2022 Q1	–	Sell	-5,370	Closed	-$486K	–	676
2021 Q4	$486K	Hold	5,370	–	–	0.06%	315
2021 Q3	$457K	Hold	5,370	–	–	0.07%	274
2021 Q2	$488K	Buy	+5,370	New	+$499K	0.08%	232

Other funds holding MXI

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

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

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

PFA

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Sage Mountain Advisors's MXI Position: Q1 2022 in Review

Sage Mountain Advisors sold out of iShares Global Materials ETF (MXI) in Q1 2022, closing a stake of 5,370 shares — an estimated $486K sold.

Sage Mountain Advisors first reported a position in MXI in Q2 2021 and held it in 3 quarters. The position peaked at $488K in Q2 2021. 115 funds tracked by Wall St. Rank hold MXI as of Q1 2022.

Sage Mountain Advisors reported no remaining iShares Global Materials ETF position as of Q1 2022 after selling out during the quarter.
Sage Mountain Advisors sold 5,370 iShares Global Materials ETF shares in Q1 2022, an estimated $486K.
Sage Mountain Advisors first reported a position in iShares Global Materials ETF in Q2 2021 and held it in 3 quarters.
Sage Mountain Advisors's iShares Global Materials ETF position peaked at $488K in Q2 2021.
115 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2022.

Based on Sage Mountain Advisors's 13F filing for Q1 2022, filed 10 May 2022.