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Westside Investment Management’s iShares Global Materials ETF MXI Stock Holding History

Westside Investment Management’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 		$4.76K Hold
45
– – ﹤0.01% 1254
2026
Q1 		$4.78K Buy
+45
New +$4.82K ﹤0.01% 1251
2018
Q4 		$17.2K Buy
+300
New +$18.3K 0.01% 391
2018
Q3 		– Sell
-300
Closed -$20K – 795
2018
Q2 		$20K Hold
300
– – 0.01% 409
2018
Q1 		$19.9K Buy
+300
New +$21.3K 0.01% 388

Other funds holding MXI

PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 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
BS
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

Westside Investment Management's MXI Position: Q2 2026 in Review

Westside Investment Management held its iShares Global Materials ETF (MXI) position steady in Q2 2026 at 45 shares worth $4.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

Westside Investment Management first reported a position in MXI in Q1 2018 and has held it in 5 quarters since. The position peaked at $20K in Q2 2018. 105 funds tracked by Wall St. Rank hold MXI as of Q2 2026.

  • Westside Investment Management held 45 shares of iShares Global Materials ETF worth $4.76K as of Q2 2026.
  • Westside Investment Management left its iShares Global Materials ETF share count unchanged in Q2 2026.
  • iShares Global Materials ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1254 holding.
  • Westside Investment Management first reported a position in iShares Global Materials ETF in Q1 2018 and has held it in 5 quarters since.
  • Westside Investment Management's iShares Global Materials ETF position peaked at $20K in Q2 2018.
  • 105 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.