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 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

PFA

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Palladiem Bryn Mawr, Pennsylvania $103M AUM

SYM Financial Corp's MXI Position: Q2 2026 in Review

SYM Financial Corp increased its iShares Global Materials ETF (MXI) stake by 1% in Q2 2026, buying an estimated $332 and bringing the position to 301 shares worth $31.8K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

SYM Financial Corp first reported a position in MXI in Q4 2019 and has held it in 10 quarters since. 104 funds tracked by Wall St. Rank hold MXI as of Q2 2026.

SYM Financial Corp held 301 shares of iShares Global Materials ETF worth $31.8K as of Q2 2026.
SYM Financial Corp bought 3 iShares Global Materials ETF shares in Q2 2026, an estimated $332.
iShares Global Materials ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #452 holding.
SYM Financial Corp first reported a position in iShares Global Materials ETF in Q4 2019 and has held it in 10 quarters since.
104 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.