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RMG Wealth Management’s iShares Global Materials ETF MXI Stock Holding History

RMG Wealth Management’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 		– Sell
-567,119
Closed -$28.9M – 632
2025
Q4 		$28.9M Buy
+567,119
New +$52.6M 3.75% 8

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

RMG Wealth Management's MXI Position: Q1 2026 in Review

RMG Wealth Management sold out of iShares Global Materials ETF (MXI) in Q1 2026, closing a stake of 567,119 shares — an estimated $28.9M sold.

RMG Wealth Management first reported a position in MXI in Q4 2025 and held it in 1 quarter. The position peaked at $28.9M in Q4 2025. 100 funds tracked by Wall St. Rank hold MXI as of Q1 2026.

  • RMG Wealth Management reported no remaining iShares Global Materials ETF position as of Q1 2026 after selling out during the quarter.
  • RMG Wealth Management sold 567,119 iShares Global Materials ETF shares in Q1 2026, an estimated $28.9M.
  • RMG Wealth Management first reported a position in iShares Global Materials ETF in Q4 2025 and held it in 1 quarter.
  • RMG Wealth Management's iShares Global Materials ETF position peaked at $28.9M in Q4 2025.
  • 100 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.