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 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

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

SYM Financial Corp's MXI Position: Q1 2026 in Review

SYM Financial Corp held its iShares Global Materials ETF (MXI) position steady in Q1 2026 at 298 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

SYM Financial Corp first reported a position in MXI in Q4 2019 and has held it in 9 quarters since. 100 funds tracked by Wall St. Rank hold MXI as of Q1 2026.

SYM Financial Corp held 298 shares of iShares Global Materials ETF worth $31.6K as of Q1 2026.
SYM Financial Corp left its iShares Global Materials ETF share count unchanged in Q1 2026.
iShares Global Materials ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q1 2026, its #376 holding.
SYM Financial Corp first reported a position in iShares Global Materials ETF in Q4 2019 and has held it in 9 quarters since.
100 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.