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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
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

PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $103M AUM

PW Nova Financial Services's MXI Position: Q2 2026 in Review

PW Nova Financial Services increased its iShares Global Materials ETF (MXI) stake by 61% in Q2 2026, buying an estimated $195K and bringing the position to 4,643 shares worth $491K. The position accounts for 0.11% of the portfolio, ranked #138.

PW Nova Financial Services first reported a position in MXI in Q4 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold MXI as of Q2 2026.

  • PW Nova Financial Services held 4,643 shares of iShares Global Materials ETF worth $491K as of Q2 2026.
  • PW Nova Financial Services bought 1,768 iShares Global Materials ETF shares in Q2 2026, an estimated $195K.
  • iShares Global Materials ETF made up 0.11% of PW Nova Financial Services's portfolio in Q2 2026, its #138 holding.
  • PW Nova Financial Services first reported a position in iShares Global Materials ETF in Q4 2025 and has held it in 3 quarters since.
  • 105 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2026.

Based on PW Nova Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.