Number of Shares
147,238.00
Current Holdings Value*
$12.03 Mil
% of Portfolio
2.17%
Total Estimate Gain
$2.57 Mil
% of Total Estimate Gain
22.13%

Pathway Financial Advisors LLC's iShares Global Materials ETF Holding Summary

As of 2025-03-31, Pathway Financial Advisors LLC held 147,238.00 shares of iShares Global Materials ETF(MXI), totaling $12.03 Mil. This investment constitutes 2.17% of their stock portfolio, and Pathway Financial Advisors LLC now holds 5.26% of the outstanding iShares Global Materials ETF(MXI) stock.

The initial trade took place in 2018Q2. And since then Pathway Financial Advisors LLC has made 19 purchases of MXI, at an average price of $71.49, for a total of 162,267.00 shares. In addition, there have been 6 sales at an average price of $74.32 for 15,029.00 shares. Based on historical transaction data and MXI's current price of $88.64, Pathway Financial Advisors LLC's estimated gain on his MXI holdings is $2.57 Mil, reflecting a 22.13% gain to date.

Pathway Financial Advisors LLC MXI ($88.64) Holding Chart

Pathway Financial Advisors LLC MXI ($88.64) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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