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LRI Investments’s iShares Global Materials ETF MXI Stock Holding History

LRI Investments’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 		$31.8K Buy
+300
New +$33.2K ﹤0.01% 643

Other funds holding MXI

PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 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
BS
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

LRI Investments's MXI Position: Q2 2026 in Review

LRI Investments opened a new position in iShares Global Materials ETF (MXI) in Q2 2026: 300 shares worth $31.8K. The stake represents ﹤0.01% of the portfolio and ranks #643 among its holdings.

105 funds tracked by Wall St. Rank hold MXI as of Q2 2026.

  • LRI Investments held 300 shares of iShares Global Materials ETF worth $31.8K as of Q2 2026.
  • iShares Global Materials ETF was a new LRI Investments position in Q2 2026.
  • iShares Global Materials ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #643 holding.
  • 105 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.