SWM
MXI icon

Selective Wealth Management’s iShares Global Materials ETF MXI Stock Holding History

Selective Wealth Management’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
Q4 		– Sell
-16
Closed -$1K – 504
2022
Q3 		$1K Hold
16
– – ﹤0.01% 733
2022
Q2 		$1K Buy
+16
New +$1.38K ﹤0.01% 729

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Sinecera Capital Austin, Texas $82.9M AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Selective Wealth Management's MXI Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares Global Materials ETF (MXI) in Q4 2022, closing a stake of 16 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in MXI in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 95 funds tracked by Wall St. Rank hold MXI as of Q4 2022.

  • Selective Wealth Management reported no remaining iShares Global Materials ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 16 iShares Global Materials ETF shares in Q4 2022, an estimated $1K.
  • Selective Wealth Management first reported a position in iShares Global Materials ETF in Q2 2022 and held it in 2 quarters.
  • Selective Wealth Management's iShares Global Materials ETF position peaked at $1K in Q3 2022.
  • 95 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.