Creative Planning’s iShares Global Materials ETF MXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $636K | Buy |
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|
2025
Q1 | $585K | Sell |
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|
2024
Q4 | $590K | Sell |
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|
2024
Q3 | $745K | Hold |
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|
2024
Q2 | $678K | Buy |
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|
2024
Q1 | $588K | Sell |
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|
2023
Q4 | $622K | Buy |
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|
2023
Q3 | $559K | Hold |
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|
2023
Q2 | $582K | Buy |
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|
2023
Q1 | $594K | Sell |
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|
2022
Q4 | $562K | Buy |
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|
2022
Q3 | $479K | Buy |
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|
2022
Q2 | $518K | Sell |
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|
2022
Q1 | $727K | Buy |
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|
2021
Q4 | $696K | Sell |
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|
2021
Q3 | $705K | Buy |
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|
2021
Q2 | $697K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $98K | Sell |
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|
2016
Q4 | $258K | Buy |
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|
2016
Q3 | $86K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $73K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $807K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $21K | Buy |
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|
2014
Q2 | $0 | Buy |
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|
2014
Q1 | $0 | Hold |
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|
2013
Q4 | $0 | Hold |
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|
2013
Q3 | $0 | Buy |
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