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The Family Firm’s iShares Global Materials ETF MXI Stock Holding History

The Family Firm’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
Q3 		– Sell
-16
Closed -$1.36K – 613
2024
Q2 		$1.36K Buy
+16
New +$1.41K ﹤0.01% 815

Other funds holding MXI

Morgan Stanley
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
SC
Sinecera Capital Austin, Texas $82.9M AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

The Family Firm's MXI Position: Q3 2024 in Review

The Family Firm sold out of iShares Global Materials ETF (MXI) in Q3 2024, closing a stake of 16 shares — an estimated $1.36K sold.

The Family Firm first reported a position in MXI in Q2 2024 and held it in 1 quarter. The position peaked at $1.36K in Q2 2024. 76 funds tracked by Wall St. Rank hold MXI as of Q3 2024.

  • The Family Firm reported no remaining iShares Global Materials ETF position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 16 iShares Global Materials ETF shares in Q3 2024, an estimated $1.36K.
  • The Family Firm first reported a position in iShares Global Materials ETF in Q2 2024 and held it in 1 quarter.
  • The Family Firm's iShares Global Materials ETF position peaked at $1.36K in Q2 2024.
  • 76 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.