Tucker Asset Management’s iShares Global Materials ETF MXI Stock Holding History

Tucker Asset Management’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	-99	Closed	-$8.41K	–	1602
2024 Q2	$8.41K	Hold	99	–	–	﹤0.01%	901
2024 Q1	$8.85K	Hold	99	–	–	﹤0.01%	909
2023 Q4	$8.64K	Hold	99	–	–	﹤0.01%	742
2023 Q3	$7.77K	Hold	99	–	–	﹤0.01%	724
2023 Q2	$8.1K	Hold	99	–	–	﹤0.01%	580
2023 Q1	$8.28K	Hold	99	–	–	﹤0.01%	593
2022 Q4	$7.85K	Hold	99	–	–	﹤0.01%	385
2022 Q3	$7.1K	Hold	99	–	–	﹤0.01%	378
2022 Q2	$7.32K	Hold	99	–	–	﹤0.01%	288
2022 Q1	$9.3K	Hold	99	–	–	﹤0.01%	243
2021 Q4	$8.93K	Hold	99	–	–	﹤0.01%	220
2021 Q3	$8.79K	Buy	+99	New	+$9K	﹤0.01%	190

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

AAS

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

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

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

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

Tucker Asset Management's MXI Position: Q3 2024 in Review

Tucker Asset Management sold out of iShares Global Materials ETF (MXI) in Q3 2024, closing a stake of 99 shares — an estimated $8.41K sold.

Tucker Asset Management first reported a position in MXI in Q3 2021 and held it in 12 quarters. The position peaked at $9.3K in Q1 2022. 76 funds tracked by Wall St. Rank hold MXI as of Q3 2024.

Tucker Asset Management reported no remaining iShares Global Materials ETF position as of Q3 2024 after selling out during the quarter.
Tucker Asset Management sold 99 iShares Global Materials ETF shares in Q3 2024, an estimated $8.41K.
Tucker Asset Management first reported a position in iShares Global Materials ETF in Q3 2021 and held it in 12 quarters.
Tucker Asset Management's iShares Global Materials ETF position peaked at $9.3K in Q1 2022.
76 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2024.

Based on Tucker Asset Management's 13F filing for Q3 2024, filed 3 Feb 2025.