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Synergy Investment Management’s iShares Global Materials ETF MXI Stock Holding History

Synergy Investment Management’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 		– Sell
-35
Closed -$3.72K – 1160
2026
Q1 		$3.72K Buy
+35
New +$3.75K ﹤0.01% 618
2025
Q2 		– Sell
-35
Closed -$2.86K – 391
2025
Q1 		$2.86K Hold
35
– – ﹤0.01% 515
2024
Q4 		$2.72K Buy
+35
New +$3.02K ﹤0.01% 544

Other funds holding MXI

PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $103M AUM

Synergy Investment Management's MXI Position: Q2 2026 in Review

Synergy Investment Management sold out of iShares Global Materials ETF (MXI) in Q2 2026, closing a stake of 35 shares — an estimated $3.72K sold.

Synergy Investment Management first reported a position in MXI in Q4 2024 and held it in 3 quarters. The position peaked at $3.72K in Q1 2026. 105 funds tracked by Wall St. Rank hold MXI as of Q2 2026.

  • Synergy Investment Management reported no remaining iShares Global Materials ETF position as of Q2 2026 after selling out during the quarter.
  • Synergy Investment Management sold 35 iShares Global Materials ETF shares in Q2 2026, an estimated $3.72K.
  • Synergy Investment Management first reported a position in iShares Global Materials ETF in Q4 2024 and held it in 3 quarters.
  • Synergy Investment Management's iShares Global Materials ETF position peaked at $3.72K in Q1 2026.
  • 105 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.