Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SFS
Sowell Financial Services’s
iShares Global Materials ETF
MXI
Stock Holding History
Sowell Financial Services’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
2021
Q2
–
Sell
-715
Closed
-$69K
–
1923
2021
Q1
$69K
Buy
715
+206
+40%
+$17.6K
﹤0.01%
1519
2020
Q4
$41K
Hold
509
–
–
﹤0.01%
1471
2020
Q3
$36K
Hold
509
–
–
﹤0.01%
1323
2020
Q2
$32K
Buy
509
+84
+20%
+$4.84K
﹤0.01%
1316
2020
Q1
$21K
Sell
425
-100
-19%
-$5.99K
﹤0.01%
1378
2019
Q4
$35K
Hold
525
–
–
﹤0.01%
1270
2019
Q3
$33K
Buy
+525
New
+$32.8K
﹤0.01%
1117
Other funds holding MXI
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
RBA
Richard Bernstein Advisors
New York
$3.45B AUM
16.24%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
PPA
Parametric Portfolio Associates
Seattle, Washington
$190B AUM
18.52%
1-Year Est. Return
B
Barings
Charlotte, North Carolina
$6.19B AUM
16.5%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close