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Weil Company’s iShares Global Materials ETF MXI Stock Holding History

Weil Company’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
Q3 		$2.72M Buy
+25,408
New +$2.8M 0.47% 42

Other funds holding MXI

PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Weil Company's MXI Position: Q3 2026 in Review

Weil Company opened a new position in iShares Global Materials ETF (MXI) in Q3 2026: 25,408 shares worth $2.72M. The stake represents 0.47% of the portfolio and ranks #42 among its holdings.

8 funds tracked by Wall St. Rank hold MXI as of Q3 2026.

  • Weil Company held 25,408 shares of iShares Global Materials ETF worth $2.72M as of Q3 2026.
  • iShares Global Materials ETF was a new Weil Company position in Q3 2026.
  • iShares Global Materials ETF made up 0.47% of Weil Company's portfolio in Q3 2026, its #42 holding.
  • 8 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2026.

Based on Weil Company's 13F filing for Q3 2026, filed 14 Oct 2026.