Stratos Wealth Advisors’s iShares Global Materials ETF MXI Stock Holding History

Stratos Wealth 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
2023 Q2	–	Sell	-8,058	Closed	-$674K	–	648
2023 Q1	$674K	Buy	8,058 +443	+6%	+$36.9K	0.05%	364
2022 Q4	$599K	Buy	7,615 +1,330	+21%	+$102K	0.05%	369
2022 Q3	$427K	Buy	6,285 +15	+0.2%	+$1.1K	0.04%	378
2022 Q2	$463K	Buy	6,270 +1,613	+35%	+$139K	0.04%	376
2022 Q1	$438K	Sell	4,657 -233	-5%	-$20.9K	0.04%	393
2021 Q4	$442K	Buy	4,890 +640	+15%	+$56.9K	0.03%	413
2021 Q3	$362K	Buy	4,250 +70	+2%	+$6.36K	0.03%	406
2021 Q2	$380K	Buy	+4,180	New	+$389K	0.03%	402

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Stratos Wealth Advisors's MXI Position: Q2 2023 in Review

Stratos Wealth Advisors sold out of iShares Global Materials ETF (MXI) in Q2 2023, closing a stake of 8,058 shares — an estimated $674K sold.

Stratos Wealth Advisors first reported a position in MXI in Q2 2021 and held it in 8 quarters. The position peaked at $674K in Q1 2023. 80 funds tracked by Wall St. Rank hold MXI as of Q2 2023.

Stratos Wealth Advisors reported no remaining iShares Global Materials ETF position as of Q2 2023 after selling out during the quarter.
Stratos Wealth Advisors sold 8,058 iShares Global Materials ETF shares in Q2 2023, an estimated $674K.
Stratos Wealth Advisors first reported a position in iShares Global Materials ETF in Q2 2021 and held it in 8 quarters.
Stratos Wealth Advisors's iShares Global Materials ETF position peaked at $674K in Q1 2023.
80 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2023.

Based on Stratos Wealth Advisors's 13F filing for Q2 2023, filed 18 Jul 2023.