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WealthOne’s iShares Global Materials ETF MXI Stock Holding History

WealthOne’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
Q1 		– Sell
-5,812
Closed -$392K – 93
2019
Q4 		$392K Buy
+5,812
New +$377K 0.24% 58

Other funds holding MXI

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthOne's MXI Position: Q1 2020 in Review

WealthOne sold out of iShares Global Materials ETF (MXI) in Q1 2020, closing a stake of 5,812 shares — an estimated $392K sold.

WealthOne first reported a position in MXI in Q4 2019 and held it in 1 quarter. The position peaked at $392K in Q4 2019. 51 funds tracked by Wall St. Rank hold MXI as of Q1 2020.

  • WealthOne reported no remaining iShares Global Materials ETF position as of Q1 2020 after selling out during the quarter.
  • WealthOne sold 5,812 iShares Global Materials ETF shares in Q1 2020, an estimated $392K.
  • WealthOne first reported a position in iShares Global Materials ETF in Q4 2019 and held it in 1 quarter.
  • WealthOne's iShares Global Materials ETF position peaked at $392K in Q4 2019.
  • 51 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2020.

Based on WealthOne's 13F filing for Q1 2020, filed 16 Apr 2020.