Wealth Advisors of Tampa Bay’s iShares Global Materials ETF MXI Stock Holding History

Wealth Advisors of Tampa Bay’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	$2.63M	Buy	24,793 +7,875	+47%	+$843K	0.87%	39
2025 Q4	$1.63M	Sell	16,918 -70	-0.4%	-$6.5K	0.56%	51
2025 Q3	$1.57M	Buy	16,988 +315	+2%	+$27.9K	0.52%	53
2025 Q2	$1.43M	Buy	16,673 +160	+1%	+$13.2K	0.54%	54
2025 Q1	$1.35M	Buy	16,513 +1,565	+10%	+$128K	0.55%	55
2024 Q4	$1.16M	Sell	14,948 -9,333	-38%	-$805K	0.5%	56
2024 Q3	$2.26M	Buy	24,281 +1,010	+4%	+$87.7K	0.94%	39
2024 Q2	$1.98M	Buy	23,271 +115	+0.5%	+$10.1K	0.92%	40
2024 Q1	$2.07M	Sell	23,156 -25	-0.1%	-$2.11K	0.98%	39
2023 Q4	$2.02M	Sell	23,181 -23,399	-50%	-$1.88M	1.02%	42
2023 Q3	$3.66M	Buy	46,580 +23,363	+101%	+$1.91M	1.01%	41
2023 Q2	$1.9M	Sell	23,217 -75	-0.3%	-$6.14K	1.04%	40
2023 Q1	$1.95M	Buy	23,292 +185	+0.8%	+$15.4K	1.12%	37
2022 Q4	$1.82M	Buy	23,107 +1,470	+7%	+$112K	1.13%	40
2022 Q3	$1.47M	Sell	21,637 -21,203	-49%	-$1.56M	1.01%	41
2022 Q2	$3.17M	Buy	42,840 +270	+0.6%	+$23.3K	0.98%	43
2022 Q1	$4M	Buy	42,570 +13,330	+46%	+$1.2M	1.08%	41
2021 Q4	$2.65M	Buy	29,240 +19,430	+198%	+$1.73M	0.65%	56
2021 Q3	$836K	Buy	9,810 +4,344	+79%	+$395K	0.46%	64
2021 Q2	$497K	Buy	5,466 +580	+12%	+$53.9K	0.28%	70
2021 Q1	$424K	Buy	4,886 +1,369	+39%	+$117K	0.25%	72
2020 Q4	$286K	Buy	3,517 +650	+23%	+$48.9K	0.2%	71
2020 Q3	$200K	Buy	+2,867	New	+$197K	0.15%	72

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

OCBCO

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

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

SWP

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

Wealth Advisors of Tampa Bay's MXI Position: Q1 2026 in Review

Wealth Advisors of Tampa Bay increased its iShares Global Materials ETF (MXI) stake by 47% in Q1 2026, buying an estimated $843K and bringing the position to 24,793 shares worth $2.63M. The position accounts for 0.87% of the portfolio, ranked #39.

Wealth Advisors of Tampa Bay first reported a position in MXI in Q3 2020 and has held it in 23 quarters since. The position peaked at $4M in Q1 2022. 100 funds tracked by Wall St. Rank hold MXI as of Q1 2026.

Wealth Advisors of Tampa Bay held 24,793 shares of iShares Global Materials ETF worth $2.63M as of Q1 2026.
Wealth Advisors of Tampa Bay bought 7,875 iShares Global Materials ETF shares in Q1 2026, an estimated $843K.
iShares Global Materials ETF made up 0.87% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #39 holding.
Wealth Advisors of Tampa Bay first reported a position in iShares Global Materials ETF in Q3 2020 and has held it in 23 quarters since.
Wealth Advisors of Tampa Bay's iShares Global Materials ETF position peaked at $4M in Q1 2022.
100 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.