Ken Fisher
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Ken Fisher’s iShares Global Materials ETF MXI Stock Holding History

Ken Fisher’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 		$527K Sell
4,961
-542
-10% -$58K ﹤0.01% 780
2025
Q4 		$532K Sell
5,503
-417
-7% -$38.7K ﹤0.01% 770
2025
Q3 		$547K Sell
5,920
-481
-8% -$42.6K ﹤0.01% 767
2025
Q2 		$547K Sell
6,401
-487
-7% -$40.3K ﹤0.01% 776
2025
Q1 		$563K Sell
6,888
-3,472
-34% -$285K ﹤0.01% 766
2024
Q4 		$805K Sell
10,360
-2,030
-16% -$175K ﹤0.01% 696
2024
Q3 		$1.16M Buy
12,390
+3,543
+40% +$308K ﹤0.01% 645
2024
Q2 		$751K Sell
8,847
-8,053
-48% -$710K ﹤0.01% 717
2024
Q1 		$1.51M Sell
16,900
-109
-0.6% -$9.2K ﹤0.01% 639
2023
Q4 		$1.48M Buy
17,009
+2,985
+21% +$240K ﹤0.01% 637
2023
Q3 		$1.1M Buy
14,024
+806
+6% +$65.8K ﹤0.01% 730
2023
Q2 		$1.08M Sell
13,218
-208
-2% -$17K ﹤0.01% 761
2023
Q1 		$1.12M Sell
13,426
-1,170
-8% -$97.4K ﹤0.01% 758
2022
Q4 		$1.15M Buy
14,596
+8,854
+154% +$677K ﹤0.01% 747
2022
Q3 		$390K Buy
5,742
+803
+16% +$59.2K ﹤0.01% 783
2022
Q2 		$365K Buy
4,939
+47
+1% +$4.06K ﹤0.01% 768
2022
Q1 		$460K Sell
4,892
-4,958
-50% -$445K ﹤0.01% 748
2021
Q4 		$891K Buy
9,850
+4,757
+93% +$423K ﹤0.01% 664
2021
Q3 		$434K Buy
5,093
+122
+2% +$11.1K ﹤0.01% 750
2021
Q2 		$452K Sell
4,971
-484
-9% -$45K ﹤0.01% 733
2021
Q1 		$473K Sell
5,455
-1,150
-17% -$98K ﹤0.01% 715
2020
Q4 		$538K Sell
6,605
-776
-11% -$58.3K ﹤0.01% 697
2020
Q3 		$516K Buy
+7,381
New +$508K ﹤0.01% 651
2020
Q2 		– Sell
-4,858
Closed -$241K – 847
2020
Q1 		$241K Buy
+4,858
New +$291K ﹤0.01% 704
2019
Q3 		– Sell
-4,358
Closed -$284K – 859
2019
Q2 		$284K Buy
+4,358
New +$280K ﹤0.01% 742
2019
Q1 		– Sell
-41,839
Closed -$2.4M – 838
2018
Q4 		$2.4M Buy
+41,839
New +$2.55M ﹤0.01% 500
2013
Q3 		– Sell
-41,388
Closed -$2.2M – 521
2013
Q2 		$2.2M Buy
+41,388
New +$2.39M 0.01% 332

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 $16.1B AUM 35.02% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Ken Fisher's MXI Position: Q1 2026 in Review

Ken Fisher reduced its iShares Global Materials ETF (MXI) stake by 9.8% in Q1 2026, selling an estimated $58K and leaving 4,961 shares worth $527K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Ken Fisher first reported a position in MXI in Q2 2013 and has held it in 27 quarters since. The position peaked at $2.4M in Q4 2018. 100 funds tracked by Wall St. Rank hold MXI as of Q1 2026.

  • Ken Fisher held 4,961 shares of iShares Global Materials ETF worth $527K as of Q1 2026.
  • Ken Fisher sold 542 iShares Global Materials ETF shares in Q1 2026, an estimated $58K.
  • iShares Global Materials ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #780 holding.
  • Ken Fisher first reported a position in iShares Global Materials ETF in Q2 2013 and has held it in 27 quarters since.
  • Ken Fisher's iShares Global Materials ETF position peaked at $2.4M in Q4 2018.
  • 100 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.