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Clearstead Advisors’s iShares Global Materials ETF MXI Stock Holding History

Clearstead Advisors’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 		$774K Buy
+7,312
New +$808K 0.01% 618

Other funds holding MXI

PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Clearstead Advisors's MXI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in iShares Global Materials ETF (MXI) in Q2 2026: 7,312 shares worth $774K. The stake represents 0.01% of the portfolio and ranks #618 among its holdings.

49 funds tracked by Wall St. Rank hold MXI as of Q2 2026.

  • Clearstead Advisors held 7,312 shares of iShares Global Materials ETF worth $774K as of Q2 2026.
  • iShares Global Materials ETF was a new Clearstead Advisors position in Q2 2026.
  • iShares Global Materials ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #618 holding.
  • 49 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.