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 Q2	$392K	Sell	3,707 -373	-9%	-$41.2K	﹤0.01%	936
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

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 Wealth's MXI Position: Q2 2026 in Review

NewEdge Wealth reduced its iShares Global Materials ETF (MXI) stake by 9.1% in Q2 2026, selling an estimated $41.2K and leaving 3,707 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

NewEdge Wealth first reported a position in MXI in Q4 2021 and has held it in 12 quarters since. The position peaked at $639K in Q4 2021. 105 funds tracked by Wall St. Rank hold MXI as of Q2 2026.

NewEdge Wealth held 3,707 shares of iShares Global Materials ETF worth $392K as of Q2 2026.
NewEdge Wealth sold 373 iShares Global Materials ETF shares in Q2 2026, an estimated $41.2K.
iShares Global Materials ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #936 holding.
NewEdge Wealth first reported a position in iShares Global Materials ETF in Q4 2021 and has held it in 12 quarters since.
NewEdge Wealth's iShares Global Materials ETF position peaked at $639K in Q4 2021.
105 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.