IFP Advisors’s iShares Global Materials ETF MXI Stock Holding History

IFP 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	$11K	Hold	104	–	–	﹤0.01%	3333
2026 Q1	$11K	Hold	104	–	–	﹤0.01%	3099
2025 Q4	$10.1K	Hold	104	–	–	﹤0.01%	3062
2025 Q3	$9.62K	Hold	104	–	–	﹤0.01%	2922
2025 Q2	$8.89K	Hold	104	–	–	﹤0.01%	2991
2025 Q1	$8.5K	Hold	104	–	–	﹤0.01%	2634
2024 Q4	$8.08K	Buy	+104	New	+$8.97K	﹤0.01%	2615
2023 Q1	–	Sell	-119	Closed	-$8K	–	4050
2022 Q4	$8K	Hold	119	–	–	﹤0.01%	3534
2022 Q3	$8K	Hold	119	–	–	﹤0.01%	3786
2022 Q2	$8K	Hold	119	–	–	﹤0.01%	3540
2022 Q1	$8K	Buy	+119	New	+$10.7K	﹤0.01%	3539
2019 Q1	$8K	Buy	+125	New	+$7.74K	﹤0.01%	1715
2017 Q4	–	Sell	-100	Closed	-$7K	–	3997
2017 Q3	$7K	Hold	100	–	–	﹤0.01%	3227
2017 Q2	$6K	Hold	100	–	–	﹤0.01%	3305
2017 Q1	$6K	Hold	100	–	–	﹤0.01%	3204
2016 Q4	$5K	Hold	100	–	–	﹤0.01%	3307
2016 Q3	$5K	Hold	100	–	–	﹤0.01%	3244
2016 Q2	$5K	Sell	100 -25	-20%	-$1.23K	﹤0.01%	3154
2016 Q1	$8K	Buy	125 +25	+25%	+$1.08K	﹤0.01%	1713
2015 Q4	$5K	Buy	+100	New	+$4.75K	﹤0.01%	2972

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

IFP Advisors's MXI Position: Q2 2026 in Review

IFP Advisors held its iShares Global Materials ETF (MXI) position steady in Q2 2026 at 104 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #3333.

IFP Advisors first reported a position in MXI in Q4 2015 and has held it in 20 quarters since. The position peaked at $11K in Q1 2026. 105 funds tracked by Wall St. Rank hold MXI as of Q2 2026.

IFP Advisors held 104 shares of iShares Global Materials ETF worth $11K as of Q2 2026.
IFP Advisors left its iShares Global Materials ETF share count unchanged in Q2 2026.
iShares Global Materials ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3333 holding.
IFP Advisors first reported a position in iShares Global Materials ETF in Q4 2015 and has held it in 20 quarters since.
IFP Advisors's iShares Global Materials ETF position peaked at $11K in Q1 2026.
105 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.