Jones Financial Companies
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Jones Financial Companies’s iShares Global Materials ETF MXI Stock Holding History

Jones Financial Companies’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 		$793K Buy
7,466
+3,218
+76% +$356K ﹤0.01% 2010
2026
Q1 		$433K Buy
4,248
+2,161
+104% +$231K ﹤0.01% 2118
2025
Q4 		$202K Buy
2,087
+615
+42% +$57.1K ﹤0.01% 1910
2025
Q3 		$134K Sell
1,472
-73
-5% -$6.47K ﹤0.01% 1952
2025
Q2 		$132K Buy
1,545
+17
+1% +$1.41K ﹤0.01% 1822
2025
Q1 		$125K Buy
1,528
+369
+32% +$30.3K ﹤0.01% 1679
2024
Q4 		$90.1K Buy
1,159
+361
+45% +$31.1K ﹤0.01% 1659
2024
Q3 		$74.6K Buy
798
+330
+71% +$28.7K ﹤0.01% 1500
2024
Q2 		$39.7K Buy
468
+50
+12% +$4.41K ﹤0.01% 1337
2024
Q1 		$37.4K Buy
+418
New +$35.3K ﹤0.01% 782
2013
Q3 		– Sell
-270
Closed -$14K – 803
2013
Q2 		$14K Buy
+270
New +$15.6K ﹤0.01% 542

Other funds holding MXI

PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 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
Banco Santander
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

Jones Financial Companies's MXI Position: Q2 2026 in Review

Jones Financial Companies increased its iShares Global Materials ETF (MXI) stake by 76% in Q2 2026, buying an estimated $356K and bringing the position to 7,466 shares worth $793K. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

Jones Financial Companies first reported a position in MXI in Q2 2013 and has held it in 11 quarters since. 105 funds tracked by Wall St. Rank hold MXI as of Q2 2026.

  • Jones Financial Companies held 7,466 shares of iShares Global Materials ETF worth $793K as of Q2 2026.
  • Jones Financial Companies bought 3,218 iShares Global Materials ETF shares in Q2 2026, an estimated $356K.
  • iShares Global Materials ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2010 holding.
  • Jones Financial Companies first reported a position in iShares Global Materials ETF in Q2 2013 and has held it in 11 quarters since.
  • 105 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.