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

NewEdge 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	$5.29K	Hold	50	–	–	﹤0.01%	3707
2026 Q1	$5.31K	Hold	50	–	–	﹤0.01%	3574
2025 Q4	$4.83K	Buy	50 +15	+43%	+$1.39K	﹤0.01%	3691
2025 Q3	$3.24K	Hold	35	–	–	﹤0.01%	3662
2025 Q2	$2.99K	Hold	35	–	–	﹤0.01%	3532
2025 Q1	$2.86K	Hold	35	–	–	﹤0.01%	3436
2024 Q4	$2.72K	Hold	35	–	–	﹤0.01%	3392
2024 Q3	$3.26K	Hold	35	–	–	﹤0.01%	3290
2024 Q2	$2.97K	Buy	+35	New	+$3.08K	﹤0.01%	3252

Other funds holding MXI

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 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

NewEdge Advisors's MXI Position: Q2 2026 in Review

NewEdge Advisors held its iShares Global Materials ETF (MXI) position steady in Q2 2026 at 50 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #3707.

NewEdge Advisors first reported a position in MXI in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.31K in Q1 2026. 105 funds tracked by Wall St. Rank hold MXI as of Q2 2026.

NewEdge Advisors held 50 shares of iShares Global Materials ETF worth $5.29K as of Q2 2026.
NewEdge Advisors left its iShares Global Materials ETF share count unchanged in Q2 2026.
iShares Global Materials ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3707 holding.
NewEdge Advisors first reported a position in iShares Global Materials ETF in Q2 2024 and has held it in 9 quarters since.
NewEdge Advisors's iShares Global Materials ETF position peaked at $5.31K in Q1 2026.
105 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.