AE Wealth Management’s iShares Global Materials ETF MXI Stock Holding History

AE Wealth Management’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
2026 Q2	$31.6K	Sell	299 -35	-10%	-$3.87K	﹤0.01%	2177
2026 Q1	$35.5K	Hold	334	–	–	﹤0.01%	2036
2025 Q4	$32.3K	Hold	334	–	–	﹤0.01%	1930
2025 Q3	$30.9K	Hold	334	–	–	﹤0.01%	1813
2025 Q2	$28.5K	Sell	334 -90	-21%	-$7.45K	﹤0.01%	1699
2025 Q1	$34.7K	Hold	424	–	–	﹤0.01%	1640
2024 Q4	$33K	Buy	+424	New	+$36.6K	﹤0.01%	1631

Other funds holding MXI

PFA

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Palladiem Bryn Mawr, Pennsylvania $103M AUM

AE Wealth Management's MXI Position: Q2 2026 in Review

AE Wealth Management reduced its iShares Global Materials ETF (MXI) stake by 10% in Q2 2026, selling an estimated $3.87K and leaving 299 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2177.

AE Wealth Management first reported a position in MXI in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.5K in Q1 2026. 105 funds tracked by Wall St. Rank hold MXI as of Q2 2026.

AE Wealth Management held 299 shares of iShares Global Materials ETF worth $31.6K as of Q2 2026.
AE Wealth Management sold 35 iShares Global Materials ETF shares in Q2 2026, an estimated $3.87K.
iShares Global Materials ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2177 holding.
AE Wealth Management first reported a position in iShares Global Materials ETF in Q4 2024 and has held it in 7 quarters since.
AE Wealth Management's iShares Global Materials ETF position peaked at $35.5K in Q1 2026.
105 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.