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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
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 $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 $12.4B AUM 29.42% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return