Climber Capital
MXI icon

Climber Capital’s iShares Global Materials ETF MXI Stock Holding History

Climber Capital’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 		$677K Buy
6,672
+469
+8% +$51.6K 0.41% 45
2026
Q2 		$655K Buy
6,203
+155
+3% +$17.1K 0.4% 44
2026
Q1 		$642K Hold
6,048
– – 0.42% 49
2025
Q4 		$543K Buy
+6,048
New +$561K 0.35% 42
2025
Q2 		$532K Hold
6,248
– – 0.34% 44
2025
Q1 		$439K Buy
+6,248
New +$513K 0.35% 45

Other funds holding MXI

Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Sava Infond
Sava Infond Maribor, Slovenia $1.71B AUM 60.42% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Verity Asset Management
Verity Asset Management Durham, North Carolina $259M AUM 21.69% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PW Nova Financial Services
PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return
BFI Infinity
BFI Infinity Zurich, Switzerland $212M AUM 31.86% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Climber Capital's MXI Position: Q3 2026 in Review

Climber Capital increased its iShares Global Materials ETF (MXI) stake by 7.6% in Q3 2026, buying an estimated $51.6K and bringing the position to 6,672 shares worth $677K. The position accounts for 0.41% of the portfolio, ranked #45.

Climber Capital first reported a position in MXI in Q1 2025 and has held it in 6 quarters since. 33 funds tracked by Wall St. Rank hold MXI as of Q3 2026.

  • Climber Capital held 6,672 shares of iShares Global Materials ETF worth $677K as of Q3 2026.
  • Climber Capital bought 469 iShares Global Materials ETF shares in Q3 2026, an estimated $51.6K.
  • iShares Global Materials ETF made up 0.41% of Climber Capital's portfolio in Q3 2026, its #45 holding.
  • Climber Capital first reported a position in iShares Global Materials ETF in Q1 2025 and has held it in 6 quarters since.
  • 33 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2026.

Based on Climber Capital's 13F filing for Q3 2026, filed 20 Oct 2026.