SIS
MXI icon

Sound Income Strategies’s iShares Global Materials ETF MXI Stock Holding History

Sound Income Strategies’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 		– Sell
-144
Closed -$15.6K – 1683
2026
Q1 		$15.6K Hold
144
– – ﹤0.01% 1295
2025
Q4 		$15K Buy
144
+38
+36% +$3.53K ﹤0.01% 1274
2025
Q3 		$9.72K Hold
106
– – ﹤0.01% 1011
2025
Q2 		$9.06K Hold
106
– – ﹤0.01% 960
2025
Q1 		$8.66K Hold
106
– – ﹤0.01% 938
2024
Q4 		$8.24K Hold
106
– – ﹤0.01% 883
2024
Q3 		$9.88K Hold
106
– – ﹤0.01% 797
2024
Q2 		$9K Hold
106
– – ﹤0.01% 797
2024
Q1 		$9.48K Hold
106
– – ﹤0.01% 766
2023
Q4 		$9.25K Hold
106
– – ﹤0.01% 752
2023
Q3 		$8.32K Hold
106
– – ﹤0.01% 627
2023
Q2 		$8.68K Hold
106
– – ﹤0.01% 602
2023
Q1 		$8.87K Buy
+106
New +$8.82K ﹤0.01% 583

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 $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $103M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return

Sound Income Strategies's MXI Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares Global Materials ETF (MXI) in Q2 2026, closing a stake of 144 shares — an estimated $15.6K sold.

Sound Income Strategies first reported a position in MXI in Q1 2023 and held it in 13 quarters. The position peaked at $15.6K in Q1 2026. 81 funds tracked by Wall St. Rank hold MXI as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares Global Materials ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 144 iShares Global Materials ETF shares in Q2 2026, an estimated $15.6K.
  • Sound Income Strategies first reported a position in iShares Global Materials ETF in Q1 2023 and held it in 13 quarters.
  • Sound Income Strategies's iShares Global Materials ETF position peaked at $15.6K in Q1 2026.
  • 81 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.