Valeo Financial Advisors
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Valeo Financial Advisors’s iShares Global Materials ETF MXI Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-130
Closed -$8K – 1948
2020
Q2 		$8K Buy
+130
New +$7.49K ﹤0.01% 1367

Other funds holding MXI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Valeo Financial Advisors's MXI Position: Q3 2020 in Review

Valeo Financial Advisors sold out of iShares Global Materials ETF (MXI) in Q3 2020, closing a stake of 130 shares — an estimated $8K sold.

Valeo Financial Advisors first reported a position in MXI in Q2 2020 and held it in 1 quarter. The position peaked at $8K in Q2 2020. 65 funds tracked by Wall St. Rank hold MXI as of Q3 2020.

  • Valeo Financial Advisors reported no remaining iShares Global Materials ETF position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 130 iShares Global Materials ETF shares in Q3 2020, an estimated $8K.
  • Valeo Financial Advisors first reported a position in iShares Global Materials ETF in Q2 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's iShares Global Materials ETF position peaked at $8K in Q2 2020.
  • 65 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.