ViaWealth’s iShares Global Materials ETF MXI Stock Holding History

ViaWealth’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	$390K	Hold	3,669	–	–	0.22%	118
2025 Q4	$355K	Buy	3,669 +25	+0.7%	+$2.32K	0.2%	115
2025 Q3	$337K	Sell	3,644 -897	-20%	-$79.5K	0.18%	127
2025 Q2	$388K	Buy	4,541 +317	+8%	+$26.2K	0.23%	118
2025 Q1	$345K	Sell	4,224 -1,774	-30%	-$146K	0.21%	123
2024 Q4	$466K	Sell	5,998 -209	-3%	-$18K	0.28%	102
2024 Q3	$579K	Buy	6,207 +185	+3%	+$16.1K	0.34%	96
2024 Q2	$511K	Buy	6,022 +2,176	+57%	+$192K	0.32%	97
2024 Q1	$344K	Buy	+3,846	New	+$324K	0.22%	123
2023 Q3	–	Sell	-2,595	Closed	-$213K	–	163
2023 Q2	$213K	Sell	2,595 -9	-0.3%	-$736	0.16%	147
2023 Q1	$218K	Sell	2,604 -1,673	-39%	-$139K	0.17%	142
2022 Q4	$355K	Buy	+4,277	New	+$327K	0.29%	118

Other funds holding MXI

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

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

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

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

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

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

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