LWM
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Lodestone Wealth Management’s iShares Global Materials ETF MXI Stock Holding History

Lodestone Wealth Management’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
Q3 		$28.6K Hold
267
– – 0.01% 385
2026
Q2 		$28.3K Hold
267
– – 0.01% 373
2026
Q1 		$28.4K Hold
267
– – 0.01% 361
2025
Q4 		$25.8K Buy
+267
New +$24.8K 0.01% 372

Other funds holding MXI

PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Lodestone Wealth Management's MXI Position: Q3 2026 in Review

Lodestone Wealth Management held its iShares Global Materials ETF (MXI) position steady in Q3 2026 at 267 shares worth $28.6K. The position accounts for 0.01% of the portfolio, ranked #385.

Lodestone Wealth Management first reported a position in MXI in Q4 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold MXI as of Q3 2026.

  • Lodestone Wealth Management held 267 shares of iShares Global Materials ETF worth $28.6K as of Q3 2026.
  • Lodestone Wealth Management left its iShares Global Materials ETF share count unchanged in Q3 2026.
  • iShares Global Materials ETF made up 0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #385 holding.
  • Lodestone Wealth Management first reported a position in iShares Global Materials ETF in Q4 2025 and has held it in 4 quarters since.
  • 8 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.