Waverly Advisors’s iShares Global Materials ETF MXI Stock Holding History

Waverly Advisors’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	$485K	Buy	+4,582	New	+$507K	﹤0.01%	1190

Other funds holding MXI

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

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 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 $468B AUM 17.69% 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

Waverly Advisors's MXI Position: Q2 2026 in Review

Waverly Advisors opened a new position in iShares Global Materials ETF (MXI) in Q2 2026: 4,582 shares worth $485K. The stake represents ﹤0.01% of the portfolio and ranks #1190 among its holdings.

106 funds tracked by Wall St. Rank hold MXI as of Q2 2026.

Waverly Advisors held 4,582 shares of iShares Global Materials ETF worth $485K as of Q2 2026.
iShares Global Materials ETF was a new Waverly Advisors position in Q2 2026.
iShares Global Materials ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1190 holding.
106 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.