CX Institutional’s iShares Global Materials ETF MXI Stock Holding History

CX Institutional’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	$102K	Buy	952 +11	+1%	+$1.21K	﹤0.01%	870
2026 Q2	$100K	Sell	941 -567	-38%	-$62.7K	﹤0.01%	860
2026 Q1	$160K	Buy	1,508 +248	+20%	+$26.6K	﹤0.01%	775
2025 Q4	$122K	Buy	1,260 +997	+379%	+$92.5K	﹤0.01%	818
2025 Q3	$24K	Sell	263 -692	-72%	-$61.3K	﹤0.01%	1065
2025 Q2	$82K	Buy	955 +892	+1,416%	+$73.8K	﹤0.01%	789
2025 Q1	$5K	Buy	+63	New	+$5.17K	﹤0.01%	1067
2019 Q3	–	Sell	-1,774	Closed	-$116K	–	899
2019 Q2	$116K	Hold	1,774	–	–	0.02%	260
2019 Q1	$114K	Sell	1,774 -1,800	-50%	-$111K	0.02%	264
2018 Q4	$205K	Buy	+3,574	New	+$218K	0.04%	164

Other funds holding MXI

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PNFS

PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

BWM

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

LWM

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

CX Institutional's MXI Position: Q3 2026 in Review

CX Institutional increased its iShares Global Materials ETF (MXI) stake by 1.2% in Q3 2026, buying an estimated $1.21K and bringing the position to 952 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

CX Institutional first reported a position in MXI in Q4 2018 and has held it in 10 quarters since. The position peaked at $205K in Q4 2018. 10 funds tracked by Wall St. Rank hold MXI as of Q3 2026.

CX Institutional held 952 shares of iShares Global Materials ETF worth $102K as of Q3 2026.
CX Institutional bought 11 iShares Global Materials ETF shares in Q3 2026, an estimated $1.21K.
iShares Global Materials ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #870 holding.
CX Institutional first reported a position in iShares Global Materials ETF in Q4 2018 and has held it in 10 quarters since.
CX Institutional's iShares Global Materials ETF position peaked at $205K in Q4 2018.
10 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.