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 Q2	$403K	Buy	3,807 +138	+4%	+$15.3K	0.2%	123
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

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Palladiem Bryn Mawr, Pennsylvania $103M AUM

ViaWealth's MXI Position: Q2 2026 in Review

ViaWealth increased its iShares Global Materials ETF (MXI) stake by 3.8% in Q2 2026, buying an estimated $15.3K and bringing the position to 3,807 shares worth $403K. The position accounts for 0.2% of the portfolio, ranked #123.

ViaWealth first reported a position in MXI in Q4 2022 and has held it in 13 quarters since. The position peaked at $579K in Q3 2024. 105 funds tracked by Wall St. Rank hold MXI as of Q2 2026.

ViaWealth held 3,807 shares of iShares Global Materials ETF worth $403K as of Q2 2026.
ViaWealth bought 138 iShares Global Materials ETF shares in Q2 2026, an estimated $15.3K.
iShares Global Materials ETF made up 0.2% of ViaWealth's portfolio in Q2 2026, its #123 holding.
ViaWealth first reported a position in iShares Global Materials ETF in Q4 2022 and has held it in 13 quarters since.
ViaWealth's iShares Global Materials ETF position peaked at $579K in Q3 2024.
105 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.