NW
MXI icon

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

NewEdge Wealth’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 		$433K Hold
4,080
– – 0.01% 858
2025
Q4 		$394K Hold
4,080
– – ﹤0.01% 926
2025
Q3 		$364K Hold
4,080
– – 0.01% 829
2025
Q2 		$353K Hold
4,080
– – 0.01% 788
2025
Q1 		$333K Hold
4,080
– – 0.01% 747
2024
Q4 		$317K Sell
4,080
-423
-9% -$36.5K 0.01% 745
2024
Q3 		$420K Hold
4,503
– – 0.01% 658
2024
Q2 		$382K Hold
4,503
– – 0.01% 602
2024
Q1 		$393K Sell
4,503
-327
-7% -$27.6K 0.01% 611
2023
Q4 		$421K Buy
+4,830
New +$389K 0.01% 543
2022
Q1 		– Sell
-7,062
Closed -$639K – 431
2021
Q4 		$639K Buy
+7,062
New +$627K 0.03% 267

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