Trust Company of Vermont’s iShares Global Materials ETF MXI Stock Holding History

Trust Company of Vermont’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
2025 Q4	$36.3K	Hold	376	–	–	﹤0.01%	629
2025 Q3	$34.8K	Hold	376	–	–	﹤0.01%	628
2025 Q2	$32.1K	Hold	376	–	–	﹤0.01%	623
2025 Q1	$30.7K	Hold	376	–	–	﹤0.01%	601
2024 Q4	$29.2K	Hold	376	–	–	﹤0.01%	611
2024 Q3	$35.1K	Hold	376	–	–	﹤0.01%	571
2024 Q2	$31.9K	Hold	376	–	–	﹤0.01%	552
2024 Q1	$33.6K	Hold	376	–	–	﹤0.01%	539
2023 Q4	$32.8K	Hold	376	–	–	﹤0.01%	487
2023 Q3	$29.5K	Hold	376	–	–	﹤0.01%	520
2023 Q2	$30.8K	Buy	+376	New	+$30.8K	﹤0.01%	536
2023 Q1	–	Sell	-195	Closed	-$15.3K	–	896
2022 Q4	$15.3K	Buy	+195	New	+$14.9K	﹤0.01%	617

Other funds holding MXI

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return

Trust Company of Vermont's MXI Position: Q4 2025 in Review

Trust Company of Vermont held its iShares Global Materials ETF (MXI) position steady in Q4 2025 at 376 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Trust Company of Vermont first reported a position in MXI in Q4 2022 and has held it in 12 quarters since. 90 funds tracked by Wall St. Rank hold MXI as of Q4 2025.

Trust Company of Vermont held 376 shares of iShares Global Materials ETF worth $36.3K as of Q4 2025.
Trust Company of Vermont left its iShares Global Materials ETF share count unchanged in Q4 2025.
iShares Global Materials ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #629 holding.
Trust Company of Vermont first reported a position in iShares Global Materials ETF in Q4 2022 and has held it in 12 quarters since.
90 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.