Wolff Wiese Magana’s iShares Global Materials ETF MXI Stock Holding History

Wolff Wiese Magana’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 Q2	–	Sell	-563	Closed	-$53K	–	927
2022 Q1	$53K	Buy	563 +10	+2%	+$899	0.04%	259
2021 Q4	$50K	Sell	553 -946	-63%	-$84K	0.03%	279
2021 Q3	$127K	Buy	1,499 +261	+21%	+$23.7K	0.09%	168
2021 Q2	$113K	Hold	1,238	–	–	0.08%	174
2021 Q1	$107K	Sell	1,238 -186	-13%	-$15.9K	0.08%	182
2020 Q4	$116K	Buy	+1,424	New	+$107K	0.1%	166

Other funds holding MXI

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

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

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

PFA

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 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

Sinecera Capital Austin, Texas $82.9M AUM 21.76% 1-Year Est. Return

Wolff Wiese Magana's MXI Position: Q2 2022 in Review

Wolff Wiese Magana sold out of iShares Global Materials ETF (MXI) in Q2 2022, closing a stake of 563 shares — an estimated $53K sold.

Wolff Wiese Magana first reported a position in MXI in Q4 2020 and held it in 6 quarters. The position peaked at $127K in Q3 2021. 106 funds tracked by Wall St. Rank hold MXI as of Q2 2022.

Wolff Wiese Magana reported no remaining iShares Global Materials ETF position as of Q2 2022 after selling out during the quarter.
Wolff Wiese Magana sold 563 iShares Global Materials ETF shares in Q2 2022, an estimated $53K.
Wolff Wiese Magana first reported a position in iShares Global Materials ETF in Q4 2020 and held it in 6 quarters.
Wolff Wiese Magana's iShares Global Materials ETF position peaked at $127K in Q3 2021.
106 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2022.

Based on Wolff Wiese Magana's 13F filing for Q2 2022, filed 15 Jul 2022.