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Vision Retirement’s iShares Global Materials ETF MXI Stock Holding History

Vision Retirement’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 		$6.88K Hold
65
– – ﹤0.01% 482
2026
Q1 		$6.9K Hold
65
– – ﹤0.01% 451
2025
Q4 		$6.28K Buy
+65
New +$6.03K ﹤0.01% 456

Other funds holding MXI

PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $103M AUM
WAOTB
Wealth Advisors of Tampa Bay Tampa, Florida $327M AUM 30.12% 1-Year Est. Return

Vision Retirement's MXI Position: Q2 2026 in Review

Vision Retirement held its iShares Global Materials ETF (MXI) position steady in Q2 2026 at 65 shares worth $6.88K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Vision Retirement first reported a position in MXI in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.9K in Q1 2026. 101 funds tracked by Wall St. Rank hold MXI as of Q2 2026.

  • Vision Retirement held 65 shares of iShares Global Materials ETF worth $6.88K as of Q2 2026.
  • Vision Retirement left its iShares Global Materials ETF share count unchanged in Q2 2026.
  • iShares Global Materials ETF made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #482 holding.
  • Vision Retirement first reported a position in iShares Global Materials ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's iShares Global Materials ETF position peaked at $6.9K in Q1 2026.
  • 101 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.