Halbert Hargrove Global Advisors’s iShares Global Materials ETF MXI Stock Holding History

Halbert Hargrove Global 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
2026 Q2	$4.87K	Hold	46	–	–	﹤0.01%	344
2026 Q1	$4.89K	Hold	46	–	–	﹤0.01%	325
2025 Q4	$4.45K	Hold	46	–	–	﹤0.01%	325
2025 Q3	$4.25K	Hold	46	–	–	﹤0.01%	443
2025 Q2	$3.93K	Hold	46	–	–	﹤0.01%	271
2025 Q1	$3.76K	Hold	46	–	–	﹤0.01%	339
2024 Q4	$3.58K	Buy	+46	New	+$3.97K	﹤0.01%	269

Other funds holding MXI

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Palladiem Bryn Mawr, Pennsylvania $103M AUM

Halbert Hargrove Global Advisors's MXI Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its iShares Global Materials ETF (MXI) position steady in Q2 2026 at 46 shares worth $4.87K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Halbert Hargrove Global Advisors first reported a position in MXI in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.89K in Q1 2026. 105 funds tracked by Wall St. Rank hold MXI as of Q2 2026.

Halbert Hargrove Global Advisors held 46 shares of iShares Global Materials ETF worth $4.87K as of Q2 2026.
Halbert Hargrove Global Advisors left its iShares Global Materials ETF share count unchanged in Q2 2026.
iShares Global Materials ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #344 holding.
Halbert Hargrove Global Advisors first reported a position in iShares Global Materials ETF in Q4 2024 and has held it in 7 quarters since.
Halbert Hargrove Global Advisors's iShares Global Materials ETF position peaked at $4.89K in Q1 2026.
105 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.