YDMI
MXI icon

Y.D. More Investments’s iShares Global Materials ETF MXI Stock Holding History

Y.D. More Investments’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
2023
Q1 		– Sell
-4,000
Closed -$317K – 404
2022
Q4 		$317K Buy
+4,000
New +$306K 0.08% 128

Other funds holding MXI

PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Bank of America
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Sinecera Capital Austin, Texas $82.9M AUM 21.76% 1-Year Est. Return

Y.D. More Investments's MXI Position: Q1 2023 in Review

Y.D. More Investments sold out of iShares Global Materials ETF (MXI) in Q1 2023, closing a stake of 4,000 shares — an estimated $317K sold.

Y.D. More Investments first reported a position in MXI in Q4 2022 and held it in 1 quarter. The position peaked at $317K in Q4 2022. 91 funds tracked by Wall St. Rank hold MXI as of Q1 2023.

  • Y.D. More Investments reported no remaining iShares Global Materials ETF position as of Q1 2023 after selling out during the quarter.
  • Y.D. More Investments sold 4,000 iShares Global Materials ETF shares in Q1 2023, an estimated $317K.
  • Y.D. More Investments first reported a position in iShares Global Materials ETF in Q4 2022 and held it in 1 quarter.
  • Y.D. More Investments's iShares Global Materials ETF position peaked at $317K in Q4 2022.
  • 91 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2023.

Based on Y.D. More Investments's 13F filing for Q1 2023, filed 11 May 2023.