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WELLINGTON-ALTUS USA INC.’s iShares Global Materials ETF MXI Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$17.3K Hold
163
– – 0.01% 522
2026
Q1 		$17.3K Hold
163
– – 0.01% 548
2025
Q4 		$15.8K Buy
+163
New +$15.1K 0.01% 533

Other funds holding MXI

PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $103M AUM

WELLINGTON-ALTUS USA INC.'s MXI Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. held its iShares Global Materials ETF (MXI) position steady in Q2 2026 at 163 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #522.

WELLINGTON-ALTUS USA INC. first reported a position in MXI in Q4 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold MXI as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 163 shares of iShares Global Materials ETF worth $17.3K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. left its iShares Global Materials ETF share count unchanged in Q2 2026.
  • iShares Global Materials ETF made up 0.01% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #522 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in iShares Global Materials ETF in Q4 2025 and has held it in 3 quarters since.
  • 105 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.