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

Vanguard Capital 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
2022 Q1	–	Sell	-2,693	Closed	-$243K	–	163
2021 Q4	$243K	Buy	+2,693	New	+$239K	0.17%	113
2021 Q3	–	Sell	-2,484	Closed	-$225K	–	169
2021 Q2	$225K	Buy	+2,484	New	+$231K	0.17%	131

Other funds holding MXI

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

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

PPA

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

RBA

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

PFA

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

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

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

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

AAS

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

Vanguard Capital Wealth Advisors's MXI Position: Q1 2022 in Review

Vanguard Capital Wealth Advisors sold out of iShares Global Materials ETF (MXI) in Q1 2022, closing a stake of 2,693 shares — an estimated $243K sold.

Vanguard Capital Wealth Advisors first reported a position in MXI in Q2 2021 and held it in 2 quarters. The position peaked at $243K in Q4 2021. 115 funds tracked by Wall St. Rank hold MXI as of Q1 2022.

Vanguard Capital Wealth Advisors reported no remaining iShares Global Materials ETF position as of Q1 2022 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 2,693 iShares Global Materials ETF shares in Q1 2022, an estimated $243K.
Vanguard Capital Wealth Advisors first reported a position in iShares Global Materials ETF in Q2 2021 and held it in 2 quarters.
Vanguard Capital Wealth Advisors's iShares Global Materials ETF position peaked at $243K in Q4 2021.
115 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2022.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.