PW Nova Financial Services
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PW Nova Financial Services’s iShares Global Materials ETF MXI Stock Holding History

PW Nova Financial Services’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
Q3 		$498K Buy
4,659
+16
+0.3% +$1.76K 0.1% 135
2026
Q2 		$491K Buy
4,643
+1,768
+61% +$195K 0.11% 138
2026
Q1 		$305K Buy
2,875
+695
+32% +$74.4K 0.08% 157
2025
Q4 		$213K Buy
+2,180
New +$202K 0.08% 105

Other funds holding MXI

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
Palladiem
Palladiem Bryn Mawr, Pennsylvania $102M AUM 10.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
UMB Bank
UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return

PW Nova Financial Services's MXI Position: Q3 2026 in Review

PW Nova Financial Services increased its iShares Global Materials ETF (MXI) stake by 0.34% in Q3 2026, buying an estimated $1.76K and bringing the position to 4,659 shares worth $498K. The position accounts for 0.1% of the portfolio, ranked #135.

PW Nova Financial Services first reported a position in MXI in Q4 2025 and has held it in 4 quarters since. 61 funds tracked by Wall St. Rank hold MXI as of Q3 2026.

  • PW Nova Financial Services held 4,659 shares of iShares Global Materials ETF worth $498K as of Q3 2026.
  • PW Nova Financial Services bought 16 iShares Global Materials ETF shares in Q3 2026, an estimated $1.76K.
  • iShares Global Materials ETF made up 0.1% of PW Nova Financial Services's portfolio in Q3 2026, its #135 holding.
  • PW Nova Financial Services first reported a position in iShares Global Materials ETF in Q4 2025 and has held it in 4 quarters since.
  • 61 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.