Mutual Advisors’s iShares Global Materials ETF MXI Stock Holding History

Mutual Advisors’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	$495K	Sell	4,675 -6,659	-59%	-$736K	0.01%	945
2026 Q1	$1.2M	Sell	11,334 -203	-2%	-$21.7K	0.03%	524
2025 Q4	$1.11M	Sell	11,537 -532	-4%	-$49.4K	0.02%	543
2025 Q3	$1.11M	Buy	12,069 +625	+5%	+$55.4K	0.02%	530
2025 Q2	$1.01M	Buy	+11,444	New	+$947K	0.03%	508
2024 Q4	–	Sell	-12,160	Closed	-$1.08M	–	1116
2024 Q3	$1.08M	Buy	12,160 +101	+0.8%	+$8.77K	0.03%	459
2024 Q2	$1.04M	Buy	+12,059	New	+$1.06M	0.03%	475
2023 Q2	–	Sell	-13,323	Closed	-$1.11M	–	1043
2023 Q1	$1.11M	Buy	+13,323	New	+$1.11M	0.05%	402
2022 Q2	–	Sell	-13,602	Closed	-$1.28M	–	907
2022 Q1	$1.28M	Sell	13,602 -388	-3%	-$34.9K	0.07%	304
2021 Q4	$1.26M	Buy	13,990 +580	+4%	+$51.5K	0.07%	326
2021 Q3	$1.14M	Sell	13,410 -674	-5%	-$61.3K	0.07%	326
2021 Q2	$1.28M	Sell	14,084 -11,180	-44%	-$1.04M	0.08%	306
2021 Q1	$2.19M	Buy	25,264 +10,646	+73%	+$908K	0.15%	167
2020 Q4	$1.19M	Buy	14,618 +1,486	+11%	+$112K	0.09%	266
2020 Q3	$917K	Sell	13,132 -1,526	-10%	-$105K	0.08%	267
2020 Q2	$918K	Buy	+14,658	New	+$844K	0.09%	240
2020 Q1	–	Sell	-30,294	Closed	-$2.04M	–	618
2019 Q4	$2.04M	Buy	+30,294	New	+$1.96M	0.22%	115

Other funds holding MXI

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Palladiem Bryn Mawr, Pennsylvania $103M AUM

Mutual Advisors's MXI Position: Q2 2026 in Review

Mutual Advisors reduced its iShares Global Materials ETF (MXI) stake by 59% in Q2 2026, selling an estimated $736K and leaving 4,675 shares worth $495K. The position accounts for 0.01% of the portfolio, ranked #945.

Mutual Advisors first reported a position in MXI in Q4 2019 and has held it in 17 quarters since. The position peaked at $2.19M in Q1 2021. 105 funds tracked by Wall St. Rank hold MXI as of Q2 2026.

Mutual Advisors held 4,675 shares of iShares Global Materials ETF worth $495K as of Q2 2026.
Mutual Advisors sold 6,659 iShares Global Materials ETF shares in Q2 2026, an estimated $736K.
iShares Global Materials ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #945 holding.
Mutual Advisors first reported a position in iShares Global Materials ETF in Q4 2019 and has held it in 17 quarters since.
Mutual Advisors's iShares Global Materials ETF position peaked at $2.19M in Q1 2021.
105 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.