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BOLTON SECURITIES CORPORATION’s iShares Global Materials ETF MXI Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$216K Buy
2,018
+98
+5% +$10.8K 0.01% 868
2026
Q2 		$203K Buy
1,920
+62
+3% +$6.86K 0.01% 895
2026
Q1 		$197K Buy
+1,858
New +$199K 0.01% 810
2025
Q3 		$170K Buy
+1,835
New +$163K 0.01% 789
2025
Q1 		$158K Buy
+1,929
New +$158K 0.01% 751

Other funds holding MXI

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
Palladiem
Palladiem Bryn Mawr, Pennsylvania $102M AUM 10.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's MXI Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its iShares Global Materials ETF (MXI) stake by 5.1% in Q3 2026, buying an estimated $10.8K and bringing the position to 2,018 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #868.

BOLTON SECURITIES CORPORATION first reported a position in MXI in Q1 2025 and has held it in 5 quarters since. 73 funds tracked by Wall St. Rank hold MXI as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 2,018 shares of iShares Global Materials ETF worth $216K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 98 iShares Global Materials ETF shares in Q3 2026, an estimated $10.8K.
  • iShares Global Materials ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #868 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares Global Materials ETF in Q1 2025 and has held it in 5 quarters since.
  • 73 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.