SignatureFD’s iShares Global Materials ETF MXI Stock Holding History

SignatureFD’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 Q2	–	Sell	-59	Closed	-$6K	–	3267
2022 Q1	$6K	Sell	59 -50	-46%	-$4.49K	﹤0.01%	2414
2021 Q4	$10K	Sell	109 -65	-37%	-$5.78K	﹤0.01%	2130
2021 Q3	$15K	Hold	174	–	–	﹤0.01%	1886
2021 Q2	$16K	Buy	174 +14	+9%	+$1.3K	﹤0.01%	1812
2021 Q1	$14K	Buy	160 +34	+27%	+$2.9K	﹤0.01%	1711
2020 Q4	$10K	Hold	126	–	–	﹤0.01%	1703
2020 Q3	$9K	Buy	126 +1	+0.8%	+$69	﹤0.01%	1674
2020 Q2	$8K	Sell	125 -276	-69%	-$15.9K	﹤0.01%	1645
2020 Q1	$20K	Hold	401	–	–	﹤0.01%	1234
2019 Q4	$27K	Hold	401	–	–	﹤0.01%	1179
2019 Q3	$25K	Hold	401	–	–	﹤0.01%	1152
2019 Q2	$26K	Hold	401	–	–	﹤0.01%	1121
2019 Q1	$26K	Hold	401	–	–	﹤0.01%	1095
2018 Q4	$23K	Sell	401 -801	-67%	-$48.8K	﹤0.01%	1105
2018 Q3	$81K	Buy	+1,202	New	+$80.5K	0.01%	722

Other funds holding MXI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SignatureFD's MXI Position: Q2 2022 in Review

SignatureFD sold out of iShares Global Materials ETF (MXI) in Q2 2022, closing a stake of 59 shares — an estimated $6K sold.

SignatureFD first reported a position in MXI in Q3 2018 and held it in 15 quarters. The position peaked at $81K in Q3 2018. 106 funds tracked by Wall St. Rank hold MXI as of Q2 2022.

SignatureFD reported no remaining iShares Global Materials ETF position as of Q2 2022 after selling out during the quarter.
SignatureFD sold 59 iShares Global Materials ETF shares in Q2 2022, an estimated $6K.
SignatureFD first reported a position in iShares Global Materials ETF in Q3 2018 and held it in 15 quarters.
SignatureFD's iShares Global Materials ETF position peaked at $81K in Q3 2018.
106 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2022.

Based on SignatureFD's 13F filing for Q2 2022, filed 10 Aug 2022.