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

TCI 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
2021 Q4	–	Sell	-21	Closed	-$2K	–	2444
2021 Q3	$2K	Buy	+21	New	+$1.91K	﹤0.01%	2155
2014 Q2	–	Sell	-50	Closed	-$3K	–	919
2014 Q1	$3K	Hold	50	–	–	﹤0.01%	658
2013 Q4	$3K	Buy	+50	New	+$3.04K	﹤0.01%	666

Other funds holding MXI

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

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

AAS

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TCI Wealth Advisors's MXI Position: Q4 2021 in Review

TCI Wealth Advisors sold out of iShares Global Materials ETF (MXI) in Q4 2021, closing a stake of 21 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in MXI in Q4 2013 and held it in 3 quarters. The position peaked at $3K in Q1 2014. 115 funds tracked by Wall St. Rank hold MXI as of Q4 2021.

TCI Wealth Advisors reported no remaining iShares Global Materials ETF position as of Q4 2021 after selling out during the quarter.
TCI Wealth Advisors sold 21 iShares Global Materials ETF shares in Q4 2021, an estimated $2K.
TCI Wealth Advisors first reported a position in iShares Global Materials ETF in Q4 2013 and held it in 3 quarters.
TCI Wealth Advisors's iShares Global Materials ETF position peaked at $3K in Q1 2014.
115 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q4 2021.

Based on TCI Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.