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

Founders Financial Alliance’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 		$85.7K Buy
810
+8
+1% +$885 0.01% 517
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

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

Founders Financial Alliance's MXI Position: Q2 2026 in Review

Founders Financial Alliance increased its iShares Global Materials ETF (MXI) stake by 1% in Q2 2026, buying an estimated $885 and bringing the position to 810 shares worth $85.7K. The position accounts for 0.01% of the portfolio, ranked #517.

Founders Financial Alliance first reported a position in MXI in Q3 2020 and has held it in 24 quarters since. The position peaked at $256K in Q3 2024. 105 funds tracked by Wall St. Rank hold MXI as of Q2 2026.

  • Founders Financial Alliance held 810 shares of iShares Global Materials ETF worth $85.7K as of Q2 2026.
  • Founders Financial Alliance bought 8 iShares Global Materials ETF shares in Q2 2026, an estimated $885.
  • iShares Global Materials ETF made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #517 holding.
  • Founders Financial Alliance first reported a position in iShares Global Materials ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's iShares Global Materials ETF position peaked at $256K in Q3 2024.
  • 105 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.