Wealthspire Advisors (New York)
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Wealthspire Advisors (New York)’s iShares Global Materials ETF MXI Stock Holding History

Wealthspire Advisors (New York)’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 		$311K Buy
+2,942
New +$325K ﹤0.01% 979
2025
Q4 		– Sell
-12
Closed -$1.11K – 2201
2025
Q3 		$1.11K Buy
+12
New +$1.06K ﹤0.01% 2730

Other funds holding MXI

PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 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 $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Banco Santander
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

Wealthspire Advisors (New York)'s MXI Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in iShares Global Materials ETF (MXI) in Q2 2026: 2,942 shares worth $311K. The stake represents ﹤0.01% of the portfolio and ranks #979 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in MXI as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in MXI in Q3 2025 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold MXI as of Q2 2026.

  • Wealthspire Advisors (New York) held 2,942 shares of iShares Global Materials ETF worth $311K as of Q2 2026.
  • iShares Global Materials ETF was a new Wealthspire Advisors (New York) position in Q2 2026.
  • iShares Global Materials ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #979 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares Global Materials ETF in Q3 2025 and has held it in 2 quarters since.
  • 105 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.