Sunflower Bank’s iShares Global Materials ETF MXI Stock Holding History

Sunflower Bank’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
2024 Q4	–	Sell	-3,058	Closed	-$285K	–	134
2024 Q3	$285K	Hold	3,058	–	–	0.08%	104
2024 Q2	$260K	Hold	3,058	–	–	0.06%	102
2024 Q1	$273K	Sell	3,058 -3,175	-51%	-$268K	0.06%	98
2023 Q4	$544K	Sell	6,233 -110	-2%	-$8.86K	0.12%	61
2023 Q3	$498K	Hold	6,343	–	–	0.12%	63
2023 Q2	$519K	Sell	6,343 -320	-5%	-$26.2K	0.12%	62
2023 Q1	$558K	Sell	6,663 -965	-13%	-$80.3K	0.13%	57
2022 Q4	$600K	Sell	7,628 -3,024	-28%	-$231K	0.13%	49
2022 Q3	$723K	Sell	10,652 -5,072	-32%	-$374K	0.16%	44
2022 Q2	$1.16M	Sell	15,724 -20,715	-57%	-$1.79M	0.23%	42
2022 Q1	$3.42M	Sell	36,439 -2,400	-6%	-$216K	0.47%	29
2021 Q4	$3.51M	Sell	38,839 -4,912	-11%	-$436K	0.47%	28
2021 Q3	$3.73M	Sell	43,751 -2,207	-5%	-$201K	0.53%	26
2021 Q2	$4.18M	Sell	45,958 -2,649	-5%	-$246K	0.64%	27
2021 Q1	$4.22M	Sell	48,607 -305	-0.6%	-$26K	0.69%	26
2020 Q4	$3.98M	Buy	+48,912	New	+$3.68M	0.68%	26

Other funds holding MXI

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Sunflower Bank's MXI Position: Q4 2024 in Review

Sunflower Bank sold out of iShares Global Materials ETF (MXI) in Q4 2024, closing a stake of 3,058 shares — an estimated $285K sold.

Sunflower Bank first reported a position in MXI in Q4 2020 and held it in 16 quarters. The position peaked at $4.22M in Q1 2021. 81 funds tracked by Wall St. Rank hold MXI as of Q4 2024.

Sunflower Bank reported no remaining iShares Global Materials ETF position as of Q4 2024 after selling out during the quarter.
Sunflower Bank sold 3,058 iShares Global Materials ETF shares in Q4 2024, an estimated $285K.
Sunflower Bank first reported a position in iShares Global Materials ETF in Q4 2020 and held it in 16 quarters.
Sunflower Bank's iShares Global Materials ETF position peaked at $4.22M in Q1 2021.
81 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q4 2024.

Based on Sunflower Bank's 13F filing for Q4 2024, filed 13 Jan 2025.