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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
2025
Q4 		– Sell
-12
Closed -$1.11K – 2201
2025
Q3 		$1.11K Buy
+12
New +$1.06K ﹤0.01% 2730

Other funds holding MXI

RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return

Wealthspire Advisors (New York)'s MXI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares Global Materials ETF (MXI) in Q4 2025, closing a stake of 12 shares — an estimated $1.11K sold.

Wealthspire Advisors (New York) first reported a position in MXI in Q3 2025 and held it in 1 quarter. The position peaked at $1.11K in Q3 2025. 90 funds tracked by Wall St. Rank hold MXI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares Global Materials ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 12 iShares Global Materials ETF shares in Q4 2025, an estimated $1.11K.
  • Wealthspire Advisors (New York) first reported a position in iShares Global Materials ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iShares Global Materials ETF position peaked at $1.11K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.