EPG Wealth Management’s iShares Global Materials ETF MXI Stock Holding History

EPG Wealth Management’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	$19K	Hold	179	–	–	0.01%	260
2025 Q4	$17.3K	Buy	179 +1	+0.6%	+$93	﹤0.01%	260
2025 Q3	$16.4K	Hold	178	–	–	﹤0.01%	262
2025 Q2	$15.2K	Buy	178 +3	+2%	+$248	﹤0.01%	259
2025 Q1	$14.3K	Hold	175	–	–	﹤0.01%	354
2024 Q4	$13.6K	Hold	175	–	–	﹤0.01%	361
2024 Q3	$16.3K	Buy	+175	New	+$15.2K	﹤0.01%	352
2024 Q2	–	Sell	-175	Closed	-$15.4K	–	380
2024 Q1	$15.7K	Hold	175	–	–	﹤0.01%	374
2023 Q4	$14.1K	Hold	175	–	–	﹤0.01%	358
2023 Q3	$13.7K	Hold	175	–	–	﹤0.01%	352
2023 Q2	$14.3K	Hold	175	–	–	﹤0.01%	343
2023 Q1	$14.6K	Hold	175	–	–	﹤0.01%	349
2022 Q4	$13.8K	Hold	175	–	–	0.01%	319
2022 Q3	$12K	Buy	+175	New	+$12.9K	﹤0.01%	329
2022 Q2	–	Sell	-175	Closed	-$16K	–	339
2022 Q1	$16K	Hold	175	–	–	0.01%	340
2021 Q4	$16K	Hold	175	–	–	0.01%	344
2021 Q3	$15K	Buy	+175	New	+$15.9K	0.01%	320
2020 Q2	–	Sell	-175	Closed	-$9K	–	544
2020 Q1	$9K	Hold	175	–	–	0.01%	497
2019 Q4	$12K	Buy	+175	New	+$11.4K	0.01%	413

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

EPG Wealth Management's MXI Position: Q1 2026 in Review

EPG Wealth Management held its iShares Global Materials ETF (MXI) position steady in Q1 2026 at 179 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #260.

EPG Wealth Management first reported a position in MXI in Q4 2019 and has held it in 19 quarters since. 100 funds tracked by Wall St. Rank hold MXI as of Q1 2026.

EPG Wealth Management held 179 shares of iShares Global Materials ETF worth $19K as of Q1 2026.
EPG Wealth Management left its iShares Global Materials ETF share count unchanged in Q1 2026.
iShares Global Materials ETF made up 0.01% of EPG Wealth Management's portfolio in Q1 2026, its #260 holding.
EPG Wealth Management first reported a position in iShares Global Materials ETF in Q4 2019 and has held it in 19 quarters since.
100 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.