Comprehensive Money Management Services’s iShares Global Materials ETF MXI Stock Holding History

Comprehensive Money Management Services’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	$378K	Hold	3,572	–	–	0.24%	128
2026 Q1	$379K	Hold	3,572	–	–	0.25%	131
2025 Q4	$345K	Hold	3,572	–	–	0.24%	131
2025 Q3	$330K	Sell	3,572 -685	-16%	-$60.7K	0.23%	133
2025 Q2	$364K	Hold	4,257	–	–	0.28%	116
2025 Q1	$348K	Buy	4,257 +550	+15%	+$45.1K	0.28%	116
2024 Q4	$288K	Buy	+3,707	New	+$320K	0.24%	134

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

Comprehensive Money Management Services's MXI Position: Q2 2026 in Review

Comprehensive Money Management Services held its iShares Global Materials ETF (MXI) position steady in Q2 2026 at 3,572 shares worth $378K. The position accounts for 0.24% of the portfolio, ranked #128.

Comprehensive Money Management Services first reported a position in MXI in Q4 2024 and has held it in 7 quarters since. The position peaked at $379K in Q1 2026. 105 funds tracked by Wall St. Rank hold MXI as of Q2 2026.

Comprehensive Money Management Services held 3,572 shares of iShares Global Materials ETF worth $378K as of Q2 2026.
Comprehensive Money Management Services left its iShares Global Materials ETF share count unchanged in Q2 2026.
iShares Global Materials ETF made up 0.24% of Comprehensive Money Management Services's portfolio in Q2 2026, its #128 holding.
Comprehensive Money Management Services first reported a position in iShares Global Materials ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Money Management Services's iShares Global Materials ETF position peaked at $379K in Q1 2026.
105 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.