Founders Financial Alliance’s iShares Global Materials ETF MXI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$85.2K	Hold	802	–	–	0.02%	470
2025 Q4	$77.5K	Buy	802 +6	+0.8%	+$557	0.01%	409
2025 Q3	$73.6K	Sell	796 -200	-20%	-$17.7K	0.01%	465
2025 Q2	$85.1K	Buy	996 +14	+1%	+$1.16K	0.02%	358
2025 Q1	$80.2K	Hold	982	–	–	0.02%	401
2024 Q4	$76.3K	Sell	982 -1,762	-64%	-$152K	0.02%	347
2024 Q3	$256K	Hold	2,744	–	–	0.07%	245
2024 Q2	$233K	Buy	2,744 +38	+1%	+$3.35K	0.07%	247
2024 Q1	$242K	Hold	2,706	–	–	0.07%	236
2023 Q4	$236K	Buy	2,706 +35	+1%	+$2.82K	0.09%	215
2023 Q3	$210K	Hold	2,671	–	–	0.09%	216
2023 Q2	$219K	Buy	2,671 +45	+2%	+$3.68K	0.09%	238
2023 Q1	$220K	Hold	2,626	–	–	0.11%	190
2022 Q4	$207K	Buy	2,626 +50	+2%	+$3.83K	0.09%	212
2022 Q3	$175K	Hold	2,576	–	–	0.09%	217
2022 Q2	$190K	Buy	2,576 +71	+3%	+$6.14K	0.1%	211
2022 Q1	$235K	Hold	2,505	–	–	0.1%	189
2021 Q4	$227K	Buy	2,505 +58	+2%	+$5.15K	0.09%	228
2021 Q3	$208K	Sell	2,447 -1	-0%	-$91	0.1%	213
2021 Q2	$222K	Buy	2,448 +29	+1%	+$2.7K	0.1%	218
2021 Q1	$231K	Hold	2,419	–	–	0.11%	200
2020 Q4	$197K	Buy	2,419 +17	+0.7%	+$1.28K	0.11%	193
2020 Q3	$168K	Buy	+2,402	New	+$165K	0.1%	179