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

BigSur 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
Q3 		$230K Buy
+2,150
New +$237K 0.05% 152

Other funds holding MXI

PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

BigSur Wealth Management's MXI Position: Q3 2026 in Review

BigSur Wealth Management opened a new position in iShares Global Materials ETF (MXI) in Q3 2026: 2,150 shares worth $230K. The stake represents 0.05% of the portfolio and ranks #152 among its holdings.

7 funds tracked by Wall St. Rank hold MXI as of Q3 2026.

  • BigSur Wealth Management held 2,150 shares of iShares Global Materials ETF worth $230K as of Q3 2026.
  • iShares Global Materials ETF was a new BigSur Wealth Management position in Q3 2026.
  • iShares Global Materials ETF made up 0.05% of BigSur Wealth Management's portfolio in Q3 2026, its #152 holding.
  • 7 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2026.

Based on BigSur Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.