Janney Montgomery Scott
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Janney Montgomery Scott’s iShares Global Materials ETF MXI Stock Holding History

Janney Montgomery Scott’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 		$690K Sell
6,518
-78
-1% -$8.62K ﹤0.01% 2165
2026
Q1 		$701K Sell
6,596
-57
-0.9% -$6.1K ﹤0.01% 1848
2025
Q4 		$643K Sell
6,653
-658
-9% -$61.1K ﹤0.01% 2036
2025
Q3 		$676K Sell
7,311
-367
-5% -$32.5K ﹤0.01% 1973
2025
Q2 		$656K Buy
7,678
+69
+0.9% +$5.71K ﹤0.01% 1843
2025
Q1 		$622K Sell
7,609
-38
-0.5% -$3.12K ﹤0.01% 1838
2024
Q4 		$594K Buy
7,647
+77
+1% +$6.64K ﹤0.01% 1886
2024
Q3 		$706K Sell
7,570
-276
-4% -$24K ﹤0.01% 1733
2024
Q2 		$666K Buy
7,846
+5,568
+244% +$491K ﹤0.01% 1687
2024
Q1 		$204K Sell
2,278
-35
-2% -$2.95K ﹤0.01% 2568
2023
Q4 		$202K Buy
+2,313
New +$186K ﹤0.01% 2463
2022
Q3 		– Sell
-2,780
Closed -$211K – 2569
2022
Q2 		$211K Buy
2,780
+77
+3% +$6.66K ﹤0.01% 2114
2022
Q1 		$254K Sell
2,703
-76
-3% -$6.83K ﹤0.01% 1971
2021
Q4 		$251K Buy
2,779
+159
+6% +$14.1K ﹤0.01% 2113
2021
Q3 		$223K Buy
+2,620
New +$238K ﹤0.01% 2111

Other funds holding MXI

PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $103M AUM

Janney Montgomery Scott's MXI Position: Q2 2026 in Review

Janney Montgomery Scott reduced its iShares Global Materials ETF (MXI) stake by 1.2% in Q2 2026, selling an estimated $8.62K and leaving 6,518 shares worth $690K. The position accounts for ﹤0.01% of the portfolio, ranked #2165.

Janney Montgomery Scott first reported a position in MXI in Q3 2021 and has held it in 15 quarters since. The position peaked at $706K in Q3 2024. 104 funds tracked by Wall St. Rank hold MXI as of Q2 2026.

  • Janney Montgomery Scott held 6,518 shares of iShares Global Materials ETF worth $690K as of Q2 2026.
  • Janney Montgomery Scott sold 78 iShares Global Materials ETF shares in Q2 2026, an estimated $8.62K.
  • iShares Global Materials ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2165 holding.
  • Janney Montgomery Scott first reported a position in iShares Global Materials ETF in Q3 2021 and has held it in 15 quarters since.
  • Janney Montgomery Scott's iShares Global Materials ETF position peaked at $706K in Q3 2024.
  • 104 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.