Sunbelt Securities’s iShares Global Materials ETF MXI Stock Holding History

Sunbelt Securities’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	$22.8K	Hold	215	–	–	﹤0.01%	1251
2025 Q4	$20.8K	Buy	215 +2	+0.9%	+$186	﹤0.01%	1243
2025 Q3	$19.7K	Sell	213 -59	-22%	-$5.23K	﹤0.01%	1268
2025 Q2	$21.1K	Hold	272	–	–	﹤0.01%	1160
2025 Q1	$22.2K	Hold	272	–	–	﹤0.01%	1102
2024 Q4	$21.2K	Buy	272 +3	+1%	+$259	﹤0.01%	1159
2024 Q3	$25K	Hold	269	–	–	﹤0.01%	1115
2024 Q2	$22.8K	Buy	269 +3	+1%	+$264	﹤0.01%	1098
2024 Q1	$23.8K	Sell	266 -382	-59%	-$32.2K	﹤0.01%	1051
2023 Q4	$56.5K	Buy	648 +7	+1%	+$564	0.01%	789
2023 Q3	$50.3K	Sell	641 -238	-27%	-$19.4K	0.01%	797
2023 Q2	$72K	Buy	879 +13	+2%	+$1.06K	0.01%	718
2023 Q1	$71.7K	Buy	+866	New	+$72.1K	0.01%	663

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

Sunbelt Securities's MXI Position: Q1 2026 in Review

Sunbelt Securities held its iShares Global Materials ETF (MXI) position steady in Q1 2026 at 215 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

Sunbelt Securities first reported a position in MXI in Q1 2023 and has held it in 13 quarters since. The position peaked at $72K in Q2 2023. 100 funds tracked by Wall St. Rank hold MXI as of Q1 2026.

Sunbelt Securities held 215 shares of iShares Global Materials ETF worth $22.8K as of Q1 2026.
Sunbelt Securities left its iShares Global Materials ETF share count unchanged in Q1 2026.
iShares Global Materials ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1251 holding.
Sunbelt Securities first reported a position in iShares Global Materials ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's iShares Global Materials ETF position peaked at $72K in Q2 2023.
100 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.