Householder Group Estate & Retirement Specialist’s iShares Global Materials ETF MXI Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$12K	Hold	167	–	–	0.01%	349
2024 Q3	$15K	Hold	167	–	–	﹤0.01%	749
2024 Q2	$14K	Hold	167	–	–	﹤0.01%	748
2024 Q1	$14.9K	Hold	167	–	–	﹤0.01%	727
2023 Q4	$14K	Hold	167	–	–	﹤0.01%	697
2023 Q3	$13.1K	Buy	+167	New	+$13.6K	﹤0.01%	727
2023 Q1	$14K	Buy	+167	New	+$13.9K	0.01%	717
2022 Q4	–	Sell	-227	Closed	-$15K	–	820
2022 Q3	$15K	Buy	+227	New	+$16.7K	0.01%	645

Other funds holding MXI

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

PFA

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's MXI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its iShares Global Materials ETF (MXI) position steady in Q4 2024 at 167 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #349.

Householder Group Estate & Retirement Specialist first reported a position in MXI in Q3 2022 and has held it in 8 quarters since. The position peaked at $15K in Q3 2024. 81 funds tracked by Wall St. Rank hold MXI as of Q4 2024.

Householder Group Estate & Retirement Specialist held 167 shares of iShares Global Materials ETF worth $12K as of Q4 2024.
Householder Group Estate & Retirement Specialist left its iShares Global Materials ETF share count unchanged in Q4 2024.
iShares Global Materials ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #349 holding.
Householder Group Estate & Retirement Specialist first reported a position in iShares Global Materials ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's iShares Global Materials ETF position peaked at $15K in Q3 2024.
81 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.