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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
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

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

PW Nova Financial Services's MXI Position: Q1 2026 in Review

PW Nova Financial Services increased its iShares Global Materials ETF (MXI) stake by 32% in Q1 2026, buying an estimated $74.4K and bringing the position to 2,875 shares worth $305K. The position accounts for 0.08% of the portfolio, ranked #157.

PW Nova Financial Services first reported a position in MXI in Q4 2025 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold MXI as of Q1 2026.

  • PW Nova Financial Services held 2,875 shares of iShares Global Materials ETF worth $305K as of Q1 2026.
  • PW Nova Financial Services bought 695 iShares Global Materials ETF shares in Q1 2026, an estimated $74.4K.
  • iShares Global Materials ETF made up 0.08% of PW Nova Financial Services's portfolio in Q1 2026, its #157 holding.
  • PW Nova Financial Services first reported a position in iShares Global Materials ETF in Q4 2025 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2026.

Based on PW Nova Financial Services's 13F filing for Q1 2026, filed 16 Apr 2026.