Steward Partners Investment Advisory’s iShares Global Materials ETF MXI Stock Holding History

Steward Partners Investment Advisory’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	$105K	Hold	985	–	–	﹤0.01%	2350
2025 Q4	$95.2K	Buy	985 +164	+20%	+$15.2K	﹤0.01%	2324
2025 Q3	$75.9K	Hold	821	–	–	﹤0.01%	2396
2025 Q2	$70.2K	Buy	821 +371	+82%	+$30.7K	﹤0.01%	2296
2025 Q1	$36.8K	Buy	450 +70	+18%	+$5.75K	﹤0.01%	2527
2024 Q4	$29.5K	Buy	380 +175	+85%	+$15.1K	﹤0.01%	2598
2024 Q3	$19.1K	Buy	205 +80	+64%	+$6.95K	﹤0.01%	2681
2024 Q2	$10.6K	Buy	125 +75	+150%	+$6.61K	﹤0.01%	2800
2024 Q1	$4.47K	Hold	50	–	–	﹤0.01%	3079
2023 Q4	$4.36K	Hold	50	–	–	﹤0.01%	3013
2023 Q3	$3.92K	Hold	50	–	–	﹤0.01%	2905
2023 Q2	$4.09K	Hold	50	–	–	﹤0.01%	2854
2023 Q1	$4.18K	Hold	50	–	–	﹤0.01%	2835
2022 Q4	$3.93K	Hold	50	–	–	﹤0.01%	2849
2022 Q3	$3K	Hold	50	–	–	﹤0.01%	2954
2022 Q2	$4K	Hold	50	–	–	﹤0.01%	2849
2022 Q1	$5K	Buy	+50	New	+$4.49K	﹤0.01%	2893
2020 Q3	–	Sell	-50	Closed	-$3K	–	2809
2020 Q2	$3K	Buy	+50	New	+$2.88K	﹤0.01%	2394

Other funds holding MXI

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Steward Partners Investment Advisory's MXI Position: Q1 2026 in Review

Steward Partners Investment Advisory held its iShares Global Materials ETF (MXI) position steady in Q1 2026 at 985 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #2350.

Steward Partners Investment Advisory first reported a position in MXI in Q2 2020 and has held it in 18 quarters since. 100 funds tracked by Wall St. Rank hold MXI as of Q1 2026.

Steward Partners Investment Advisory held 985 shares of iShares Global Materials ETF worth $105K as of Q1 2026.
Steward Partners Investment Advisory left its iShares Global Materials ETF share count unchanged in Q1 2026.
iShares Global Materials ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2350 holding.
Steward Partners Investment Advisory first reported a position in iShares Global Materials ETF in Q2 2020 and has held it in 18 quarters since.
100 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.