Farther Finance Advisors
MXI icon

Farther Finance Advisors’s iShares Global Materials ETF MXI Stock Holding History

Farther Finance Advisors’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 		$525K Buy
4,877
+484
+11% +$53.3K ﹤0.01% 1549
2026
Q2 		$465K Buy
4,393
+255
+6% +$28.2K ﹤0.01% 1615
2026
Q1 		$446K Buy
4,138
+2,435
+143% +$261K ﹤0.01% 1490
2025
Q4 		$165K Buy
1,703
+1,178
+224% +$109K ﹤0.01% 2041
2025
Q3 		$48.5K Buy
+525
New +$46.5K ﹤0.01% 2458

Other funds holding MXI

PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 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

Farther Finance Advisors's MXI Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares Global Materials ETF (MXI) stake by 11% in Q3 2026, buying an estimated $53.3K and bringing the position to 4,877 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

Farther Finance Advisors first reported a position in MXI in Q3 2025 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold MXI as of Q3 2026.

  • Farther Finance Advisors held 4,877 shares of iShares Global Materials ETF worth $525K as of Q3 2026.
  • Farther Finance Advisors bought 484 iShares Global Materials ETF shares in Q3 2026, an estimated $53.3K.
  • iShares Global Materials ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1549 holding.
  • Farther Finance Advisors first reported a position in iShares Global Materials ETF in Q3 2025 and has held it in 5 quarters since.
  • 8 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.