Jeff Yass’s iShares Global Materials ETF MXI Stock Holding History

Jeff Yass’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 Q1	–	Sell	-12,700	Closed	-$1.23M	–	13773
2025 Q4	$1.23M	Buy	12,700 +5,000	+65%	+$464K	﹤0.01%	6711
2025 Q3	$712K	Buy	+7,700	New	+$682K	﹤0.01%	8154
2025 Q2	–	Sell	-4,100	Closed	-$335K	–	13349
2025 Q1	$335K	Hold	4,100	–	–	﹤0.01%	9825
2024 Q4	$319K	Buy	+4,100	New	+$354K	﹤0.01%	9713
2024 Q2	–	Sell	-3,900	Closed	-$349K	–	12819
2024 Q1	$349K	Buy	+3,900	New	+$329K	﹤0.01%	9356
2022 Q3	–	Sell	-5,100	Closed	-$377K	–	13790
2022 Q2	$377K	Sell	5,100 -4,000	-44%	-$346K	﹤0.01%	8942
2022 Q1	$855K	Buy	9,100 +100	+1%	+$8.98K	﹤0.01%	7541
2021 Q4	$814K	Buy	9,000 +500	+6%	+$44.4K	﹤0.01%	7840
2021 Q3	$724K	Sell	8,500 -6,500	-43%	-$591K	﹤0.01%	8419
2021 Q2	$1.36M	Buy	15,000 +12,000	+400%	+$1.12M	﹤0.01%	6903
2021 Q1	$260K	Buy	+3,000	New	+$256K	﹤0.01%	10908
2018 Q4	–	Sell	-4,000	Closed	-$269K	–	9605
2018 Q3	$269K	Sell	4,000 -6,900	-63%	-$462K	﹤0.01%	7679
2018 Q2	$733K	Buy	+10,900	New	+$757K	﹤0.01%	6040

Other funds holding MXI

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 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 $103B AUM 28.65% 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

Palladiem Bryn Mawr, Pennsylvania $103M AUM

WAOTB

Wealth Advisors of Tampa Bay Tampa, Florida $327M AUM 30.12% 1-Year Est. Return

Jeff Yass's MXI Position: Q2 2026 in Review

Jeff Yass increased its iShares Global Materials ETF (MXI) stake by 379% in Q2 2026, buying an estimated $3.57M and bringing the position to 40,768 shares worth $4.31M. The position accounts for ﹤0.01% of the portfolio, ranked #4913.

Jeff Yass first reported a position in MXI in Q2 2013 and has held it in 48 quarters since. The position peaked at $6.38M in Q4 2013. 105 funds tracked by Wall St. Rank hold MXI as of Q2 2026.

Jeff Yass held 40,768 shares of iShares Global Materials ETF worth $4.31M as of Q2 2026.
Jeff Yass bought 32,253 iShares Global Materials ETF shares in Q2 2026, an estimated $3.57M.
iShares Global Materials ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #4913 holding.
Jeff Yass first reported a position in iShares Global Materials ETF in Q2 2013 and has held it in 48 quarters since.
Jeff Yass's iShares Global Materials ETF position peaked at $6.38M in Q4 2013.
105 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.