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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 $969M AUM 18.56% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stratos Wealth Partners
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 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. 91 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.
  • 91 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.