Stifel Financial’s iShares Global Materials ETF MXI Stock Holding History

Stifel Financial’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	-3,535	Closed	-$332K	–	3420
2022 Q1	$332K	Buy	3,535 +569	+19%	+$51.1K	﹤0.01%	2814
2021 Q4	$268K	Sell	2,966 -2,071	-41%	-$184K	﹤0.01%	2980
2021 Q3	$429K	Buy	5,037 +1,062	+27%	+$96.6K	﹤0.01%	2668
2021 Q2	$361K	Sell	3,975 -4,156	-51%	-$387K	﹤0.01%	2774
2021 Q1	$706K	Buy	+8,131	New	+$693K	﹤0.01%	2249

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

Stifel Financial's MXI Position: Q2 2022 in Review

Stifel Financial sold out of iShares Global Materials ETF (MXI) in Q2 2022, closing a stake of 3,535 shares — an estimated $332K sold.

Stifel Financial first reported a position in MXI in Q1 2021 and held it in 5 quarters. The position peaked at $706K in Q1 2021. 106 funds tracked by Wall St. Rank hold MXI as of Q2 2022.

Stifel Financial reported no remaining iShares Global Materials ETF position as of Q2 2022 after selling out during the quarter.
Stifel Financial sold 3,535 iShares Global Materials ETF shares in Q2 2022, an estimated $332K.
Stifel Financial first reported a position in iShares Global Materials ETF in Q1 2021 and held it in 5 quarters.
Stifel Financial's iShares Global Materials ETF position peaked at $706K in Q1 2021.
106 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2022.

Based on Stifel Financial's 13F filing for Q2 2022, filed 15 Aug 2022.