Steward Partners Investment Advisory’s iShares Global Materials ETF MXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.2K | Buy |
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2025
Q1 | $36.8K | Buy |
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|
2024
Q4 | $29.5K | Buy |
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|
2024
Q3 | $19.1K | Buy |
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|
2024
Q2 | $10.6K | Buy |
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|
2024
Q1 | $4.47K | Hold |
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|
2023
Q4 | $4.36K | Hold |
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|
2023
Q3 | $3.92K | Hold |
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|
2023
Q2 | $4.09K | Hold |
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|
2023
Q1 | $4.18K | Hold |
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|
2022
Q4 | $3.93K | Hold |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $5K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $3K | Buy |
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