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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
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 $857M AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
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
BS
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

Synergy Investment Management's MXI Position: Q1 2026 in Review

Synergy Investment Management opened a new position in iShares Global Materials ETF (MXI) in Q1 2026: 35 shares worth $3.72K. The stake represents ﹤0.01% of the portfolio and ranks #618 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in MXI as recently as Q1 2025.

Synergy Investment Management first reported a position in MXI in Q4 2024 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold MXI as of Q1 2026.

  • Synergy Investment Management held 35 shares of iShares Global Materials ETF worth $3.72K as of Q1 2026.
  • iShares Global Materials ETF was a new Synergy Investment Management position in Q1 2026.
  • iShares Global Materials ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #618 holding.
  • Synergy Investment Management first reported a position in iShares Global Materials ETF in Q4 2024 and has held it in 3 quarters since.
  • 100 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.