Founders Financial Alliance’s iShares Global Materials ETF MXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.1K | Buy |
996
+14
| +1% | +$1.2K | 0.02% | 358 |
|
|
2025
Q1 | $80.2K | Hold |
982
| – | – | 0.02% | 401 |
|
|
2024
Q4 | $76.3K | Sell |
982
-1,762
| -64% | -$137K | 0.02% | 347 |
|
|
2024
Q3 | $256K | Hold |
2,744
| – | – | 0.07% | 245 |
|
|
2024
Q2 | $233K | Buy |
2,744
+38
| +1% | +$3.23K | 0.07% | 247 |
|
|
2024
Q1 | $242K | Hold |
2,706
| – | – | 0.07% | 236 |
|
|
2023
Q4 | $236K | Buy |
2,706
+35
| +1% | +$3.05K | 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% | +$3.93K | 0.09% | 212 |
|
|
2022
Q3 | $175K | Hold |
2,576
| – | – | 0.09% | 217 |
|
|
2022
Q2 | $190K | Buy |
2,576
+71
| +3% | +$5.24K | 0.1% | 211 |
|
|
2022
Q1 | $235K | Hold |
2,505
| – | – | 0.1% | 189 |
|
|
2021
Q4 | $227K | Buy |
2,505
+58
| +2% | +$5.26K | 0.09% | 228 |
|
|
2021
Q3 | $208K | Sell |
2,447
-1
| -0% | -$85 | 0.1% | 213 |
|
|
2021
Q2 | $222K | Buy |
2,448
+29
| +1% | +$2.63K | 0.1% | 218 |
|
|
2021
Q1 | $231K | Hold |
2,419
| – | – | 0.11% | 200 |
|
|
2020
Q4 | $197K | Buy |
2,419
+17
| +0.7% | +$1.38K | 0.11% | 193 |
|
|
2020
Q3 | $168K | Buy |
+2,402
| New | +$168K | 0.1% | 179 |
|