Geneos Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.55K | Hold |
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|
2025
Q2 | $5.13K | Sell |
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|
2025
Q1 | $9.81K | Buy |
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|
2024
Q4 | $4.66K | Hold |
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|
2024
Q3 | $5.59K | Hold |
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|
2024
Q2 | $5.1K | Hold |
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|
2024
Q1 | $5.37K | Hold |
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|
2023
Q4 | $5.24K | Hold |
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|
2023
Q3 | $4.71K | Hold |
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|
2023
Q2 | $4.91K | Hold |
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|
2023
Q1 | $5.02K | Hold |
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|
2022
Q4 | $4.72K | Hold |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $5K | Hold |
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|
2021
Q4 | $5K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $30K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $11K | Hold |
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|
2016
Q4 | $10K | Hold |
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|
2016
Q3 | $10K | Hold |
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|
2016
Q2 | $9K | Hold |
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|
2016
Q1 | $9K | Buy |
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