Harbour Investments’s iShares Global Materials ETF MXI Stock Holding History

Harbour Investments’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
2025 Q2	–	Sell	-95	Closed	-$7.77K	–	3683
2025 Q1	$7.77K	Hold	95	–	–	﹤0.01%	2637
2024 Q4	$7.39K	Hold	95	–	–	﹤0.01%	2587
2024 Q3	$8.87K	Hold	95	–	–	﹤0.01%	2404
2024 Q2	$8.07K	Hold	95	–	–	﹤0.01%	2348
2024 Q1	$8.5K	Hold	95	–	–	﹤0.01%	2289
2023 Q4	$8.29K	Hold	95	–	–	﹤0.01%	2220
2023 Q3	$7.46K	Hold	95	–	–	﹤0.01%	2142
2023 Q2	$7.78K	Sell	95 -15	-14%	-$1.23K	﹤0.01%	2141
2023 Q1	$9.2K	Hold	110	–	–	﹤0.01%	2037
2022 Q4	$8.65K	Buy	110 +2	+2%	+$153	﹤0.01%	2013
2022 Q3	$8K	Hold	108	–	–	﹤0.01%	2028
2022 Q2	$8K	Buy	+108	New	+$9.34K	﹤0.01%	2028
2021 Q4	$9K	Sell	105 -74	-41%	-$6.58K	﹤0.01%	1979
2021 Q3	$15K	Buy	179 +1	+0.6%	+$91	﹤0.01%	2449
2021 Q2	$16K	Buy	178 +1	+0.6%	+$93	﹤0.01%	2471
2021 Q1	$15K	Buy	+177	New	+$15.1K	﹤0.01%	2373

Other funds holding MXI

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harbour Investments's MXI Position: Q2 2025 in Review

Harbour Investments sold out of iShares Global Materials ETF (MXI) in Q2 2025, closing a stake of 95 shares — an estimated $7.77K sold.

Harbour Investments first reported a position in MXI in Q1 2021 and held it in 16 quarters. The position peaked at $16K in Q2 2021. 84 funds tracked by Wall St. Rank hold MXI as of Q2 2025.

Harbour Investments reported no remaining iShares Global Materials ETF position as of Q2 2025 after selling out during the quarter.
Harbour Investments sold 95 iShares Global Materials ETF shares in Q2 2025, an estimated $7.77K.
Harbour Investments first reported a position in iShares Global Materials ETF in Q1 2021 and held it in 16 quarters.
Harbour Investments's iShares Global Materials ETF position peaked at $16K in Q2 2021.
84 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2025.

Based on Harbour Investments's 13F filing for Q2 2025, filed 28 Jul 2025.