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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Comprehensive Money Management Services's MXI Position: Q1 2026 in Review

Comprehensive Money Management Services held its iShares Global Materials ETF (MXI) position steady in Q1 2026 at 3,572 shares worth $379K. The position accounts for 0.25% of the portfolio, ranked #131.

Comprehensive Money Management Services first reported a position in MXI in Q4 2024 and has held it in 6 quarters since. 100 funds tracked by Wall St. Rank hold MXI as of Q1 2026.

Comprehensive Money Management Services held 3,572 shares of iShares Global Materials ETF worth $379K as of Q1 2026.
Comprehensive Money Management Services left its iShares Global Materials ETF share count unchanged in Q1 2026.
iShares Global Materials ETF made up 0.25% of Comprehensive Money Management Services's portfolio in Q1 2026, its #131 holding.
Comprehensive Money Management Services first reported a position in iShares Global Materials ETF in Q4 2024 and has held it in 6 quarters since.
100 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.