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Fortis Advisors’s iShares Global Materials ETF MXI Stock Holding History

Fortis 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
2025
Q3 		– Sell
-2,939
Closed -$251K – 130
2025
Q2 		$251K Buy
+2,939
New +$243K 0.16% 101

Other funds holding MXI

PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Fortis Advisors's MXI Position: Q3 2025 in Review

Fortis Advisors sold out of iShares Global Materials ETF (MXI) in Q3 2025, closing a stake of 2,939 shares — an estimated $251K sold.

Fortis Advisors first reported a position in MXI in Q2 2025 and held it in 1 quarter. The position peaked at $251K in Q2 2025. 84 funds tracked by Wall St. Rank hold MXI as of Q3 2025.

  • Fortis Advisors reported no remaining iShares Global Materials ETF position as of Q3 2025 after selling out during the quarter.
  • Fortis Advisors sold 2,939 iShares Global Materials ETF shares in Q3 2025, an estimated $251K.
  • Fortis Advisors first reported a position in iShares Global Materials ETF in Q2 2025 and held it in 1 quarter.
  • Fortis Advisors's iShares Global Materials ETF position peaked at $251K in Q2 2025.
  • 84 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2025.

Based on Fortis Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.