Hopwood Financial Services’s iShares Global Materials ETF MXI Stock Holding History

Hopwood Financial Services’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 Q4	–	Sell	-627	Closed	-$58K	–	214
2025 Q3	$58K	Hold	627	–	–	0.04%	144
2025 Q2	$53.6K	Hold	627	–	–	0.04%	148
2025 Q1	$51.2K	Hold	627	–	–	0.04%	148
2024 Q4	$48.7K	Buy	+627	New	+$54.1K	0.04%	156

Other funds holding MXI

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

OCBCO

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

Hopwood Financial Services's MXI Position: Q4 2025 in Review

Hopwood Financial Services sold out of iShares Global Materials ETF (MXI) in Q4 2025, closing a stake of 627 shares — an estimated $58K sold.

Hopwood Financial Services first reported a position in MXI in Q4 2024 and held it in 4 quarters. The position peaked at $58K in Q3 2025. 90 funds tracked by Wall St. Rank hold MXI as of Q4 2025.

Hopwood Financial Services reported no remaining iShares Global Materials ETF position as of Q4 2025 after selling out during the quarter.
Hopwood Financial Services sold 627 iShares Global Materials ETF shares in Q4 2025, an estimated $58K.
Hopwood Financial Services first reported a position in iShares Global Materials ETF in Q4 2024 and held it in 4 quarters.
Hopwood Financial Services's iShares Global Materials ETF position peaked at $58K in Q3 2025.
90 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.