Patriot Investment Management Group’s iShares Global Materials ETF MXI Stock Holding History

Patriot Investment Management Group’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	$243K	Hold	2,300	–	–	0.01%	225
2026 Q1	$244K	Hold	2,300	–	–	0.02%	219
2025 Q4	$222K	Hold	2,300	–	–	0.01%	230
2025 Q3	$213K	Buy	+2,300	New	+$204K	0.01%	240
2024 Q4	–	Sell	-2,300	Closed	-$214K	–	241
2024 Q3	$214K	Buy	+2,300	New	+$200K	0.02%	232
2024 Q2	–	Sell	-2,300	Closed	-$206K	–	242
2024 Q1	$206K	Hold	2,300	–	–	0.02%	239
2023 Q4	$201K	Buy	+2,300	New	+$185K	0.02%	231
2023 Q1	–	Sell	-2,300	Closed	-$200K	–	339
2022 Q4	$200K	Buy	+2,300	New	+$176K	0.02%	243
2022 Q2	–	Sell	-2,300	Closed	-$216K	–	250
2022 Q1	$216K	Hold	2,300	–	–	0.02%	239
2021 Q4	$208K	Buy	+2,300	New	+$204K	0.02%	240
2021 Q3	–	Sell	-2,300	Closed	-$209K	–	248
2021 Q2	$209K	Buy	+2,300	New	+$214K	0.02%	239
2020 Q3	–	Sell	-2,300	Closed	-$144K	–	485
2020 Q2	$144K	Buy	+2,300	New	+$132K	0.02%	233

Other funds holding MXI

PFA

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

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

Climber Capital Nyon, Switzerland $164M AUM

BFI Infinity Zurich, Switzerland $337M AUM 45.22% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

YANKCOM Partnership Yankton, South Dakota $279M AUM 24.42% 1-Year Est. Return

Patriot Investment Management Group's MXI Position: Q2 2026 in Review

Patriot Investment Management Group held its iShares Global Materials ETF (MXI) position steady in Q2 2026 at 2,300 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #225.

Patriot Investment Management Group first reported a position in MXI in Q2 2020 and has held it in 12 quarters since. The position peaked at $244K in Q1 2026. 24 funds tracked by Wall St. Rank hold MXI as of Q2 2026.

Patriot Investment Management Group held 2,300 shares of iShares Global Materials ETF worth $243K as of Q2 2026.
Patriot Investment Management Group left its iShares Global Materials ETF share count unchanged in Q2 2026.
iShares Global Materials ETF made up 0.01% of Patriot Investment Management Group's portfolio in Q2 2026, its #225 holding.
Patriot Investment Management Group first reported a position in iShares Global Materials ETF in Q2 2020 and has held it in 12 quarters since.
Patriot Investment Management Group's iShares Global Materials ETF position peaked at $244K in Q1 2026.
24 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.