SYM Financial Corp’s iShares Global Materials ETF MXI Stock Holding History

SYM Financial Corp’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 Q3	$32.2K	Hold	301	–	–	﹤0.01%	485
2026 Q2	$31.8K	Buy	301 +3	+1%	+$332	﹤0.01%	452
2026 Q1	$31.6K	Hold	298	–	–	﹤0.01%	376
2025 Q4	$28.8K	Buy	298 +2	+0.7%	+$186	﹤0.01%	378
2025 Q3	$27.3K	Hold	296	–	–	﹤0.01%	375
2025 Q2	$25.3K	Buy	296 +4	+1%	+$331	﹤0.01%	378
2025 Q1	$23.9K	Hold	292	–	–	﹤0.01%	327
2024 Q4	$22.7K	Buy	292 +5	+2%	+$431	﹤0.01%	301
2024 Q3	$26.8K	Hold	287	–	–	﹤0.01%	238
2024 Q2	$24.4K	Buy	+287	New	+$25.3K	﹤0.01%	225
2020 Q1	–	Sell	-76	Closed	-$5K	–	87
2019 Q4	$5K	Buy	+76	New	+$4.93K	﹤0.01%	90

Other funds holding MXI

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Sava Infond Maribor, Slovenia $1.71B AUM 60.42% 1-Year Est. Return

Solstein Capital Menlo Park, California $284M AUM 20.47% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

SYM Financial Corp's MXI Position: Q3 2026 in Review

SYM Financial Corp held its iShares Global Materials ETF (MXI) position steady in Q3 2026 at 301 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

SYM Financial Corp first reported a position in MXI in Q4 2019 and has held it in 11 quarters since. 50 funds tracked by Wall St. Rank hold MXI as of Q3 2026.

SYM Financial Corp held 301 shares of iShares Global Materials ETF worth $32.2K as of Q3 2026.
SYM Financial Corp left its iShares Global Materials ETF share count unchanged in Q3 2026.
iShares Global Materials ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q3 2026, its #485 holding.
SYM Financial Corp first reported a position in iShares Global Materials ETF in Q4 2019 and has held it in 11 quarters since.
50 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.