Tyler-Stone Wealth Management’s iShares Global Materials ETF MXI Stock Holding History

Tyler-Stone Wealth 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
2025 Q2	$272K	Buy	3,181 +44	+1%	+$3.64K	0.04%	285
2025 Q1	$256K	Hold	3,137	–	–	0.05%	279
2024 Q4	$244K	Buy	3,137 +530	+20%	+$45.7K	0.04%	285
2024 Q3	$243K	Buy	2,607 +1,304	+100%	+$113K	0.05%	284
2024 Q2	$111K	Buy	1,303 +16	+1%	+$1.41K	0.05%	273
2024 Q1	$115K	Sell	1,287 -389	-23%	-$32.8K	0.05%	254
2023 Q4	$146K	Buy	1,676 +21	+1%	+$1.69K	0.07%	210
2023 Q3	$130K	Hold	1,655	–	–	0.07%	210
2023 Q2	$135K	Buy	+1,655	New	+$135K	0.08%	209
2022 Q4	$128K	Buy	1,629 +29	+2%	+$2.22K	0.09%	202
2022 Q3	$109K	Hold	1,600	–	–	0.08%	210
2022 Q2	$118K	Buy	1,600 +42	+3%	+$3.63K	0.08%	213
2022 Q1	$146K	Sell	1,558 -69	-4%	-$6.2K	0.08%	211
2021 Q4	$147K	Buy	+1,627	New	+$145K	0.08%	220

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

OCBCO

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Tyler-Stone Wealth Management's MXI Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its iShares Global Materials ETF (MXI) stake by 1.4% in Q2 2025, buying an estimated $3.64K and bringing the position to 3,181 shares worth $272K. The position accounts for 0.04% of the portfolio, ranked #285.

Tyler-Stone Wealth Management first reported a position in MXI in Q4 2021 and has held it in 14 quarters since. 84 funds tracked by Wall St. Rank hold MXI as of Q2 2025.

Tyler-Stone Wealth Management held 3,181 shares of iShares Global Materials ETF worth $272K as of Q2 2025.
Tyler-Stone Wealth Management bought 44 iShares Global Materials ETF shares in Q2 2025, an estimated $3.64K.
iShares Global Materials ETF made up 0.04% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #285 holding.
Tyler-Stone Wealth Management first reported a position in iShares Global Materials ETF in Q4 2021 and has held it in 14 quarters since.
84 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.