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
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 $857M AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Jones Financial Companies's MXI Position: Q1 2026 in Review

Jones Financial Companies increased its iShares Global Materials ETF (MXI) stake by 104% in Q1 2026, buying an estimated $231K and bringing the position to 4,248 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #2118.

Jones Financial Companies first reported a position in MXI in Q2 2013 and has held it in 10 quarters since. 100 funds tracked by Wall St. Rank hold MXI as of Q1 2026.

  • Jones Financial Companies held 4,248 shares of iShares Global Materials ETF worth $433K as of Q1 2026.
  • Jones Financial Companies bought 2,161 iShares Global Materials ETF shares in Q1 2026, an estimated $231K.
  • iShares Global Materials ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2118 holding.
  • Jones Financial Companies first reported a position in iShares Global Materials ETF in Q2 2013 and has held it in 10 quarters since.
  • 100 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.