Founders Financial Alliance, LLC MXI — ISHARES GLOBAL

Ownership history in Founders Financial Alliance, LLC  ·  23 quarters on record

AI Ownership Summary

Founders Financial Alliance, LLC reported ISHARES GLOBAL (MXI) in 23 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.09% in 2023 Q4. The latest visible filing shows MXI at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MXI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Founders Financial Alliance, LLC's position in ISHARES GLOBAL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MXI was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MXI stock page Founders Financial Alliance, LLC fund profile Founders Financial Alliance, LLC full holdings
How Founders Financial Alliance, LLC held MXI — position size vs. price
% of Fund (quarterly)    MXI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 802 — 0% 0.02% $85K 2026-05-11 $114.30
2025 Q4 ADDED — — — 802 +6 +0.8% 0.01% $78K 2026-02-12 $111.56
2025 Q3 REDUCED 20.1% +5.9% ❌ 796 -200 -20.1% 0.01% $74K 2025-11-07 $89.07
2025 Q2 ADDED — — — 996 +14 +1.4% 0.02% $85K 2025-08-12 $87.22
2025 Q1 UNCHANGED — — — 982 — 0% 0.02% $80K 2025-05-12 $82.86
2024 Q4 REDUCED 64.2% +5.2% ❌ 982 -1,762 -64.2% 0.02% $76K 2025-02-07 $81.40
2024 Q3 UNCHANGED — — — 2,744 — 0% 0.07% $256K 2024-11-01 $85.37
2024 Q2 ADDED — — — 2,744 +38 +1.4% 0.07% $233K 2024-08-26 $86.24
2024 Q1 UNCHANGED — — — 2,706 — 0% 0.07% $242K 2024-05-14 $86.85
2023 Q4 ADDED — — — 2,706 +35 +1.3% 0.09% $236K 2024-02-09 $78.47
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MXI

As of 2026 Q1 — sorted by position size

Pathway Financial Advisors LLC 3Y 7Y 2.47% PALLADIEM, LLC 3Y 7Y 2.4% Wealth Advisors of Tampa Bay, LLC 3Y 7Y 0.87% Climber Capital SA 0.42% BFI Infinity Ltd. 0.28% Comprehensive Money Management Services LLC 0.25% Financial Management Professionals, Inc. 3Y 7Y 0.24% VIAWEALTH, LLC 3Y 0.22% Sava Infond d.o.o. 0.2% Verity Asset Management, Inc. 3Y 7Y 0.19%

FAQ About Founders Financial Alliance, LLC and MXI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Founders Financial Alliance, LLC reported owning MXI?

Founders Financial Alliance, LLC reported MXI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MXI position in Founders Financial Alliance, LLC's portfolio?

The largest reported portfolio weight for MXI was 0.09% in 2023 Q4.

What is the latest reported MXI position on this page?

The most recent filing on this page is 2026 Q1, when Founders Financial Alliance, LLC reported 802 shares, equal to 0.02% of portfolio, with an estimated market value of $85K.

What does the chart on this MXI ownership page compare?

The chart compares Founders Financial Alliance, LLC's quarterly MXI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Founders Financial Alliance, LLC time their MXI position?

Based on 13F filing dates vs. subsequent MXI price moves, Founders Financial Alliance, LLC correctly timed 6 out of 14 reported position changes (43%). The annualised alpha on MXI relative to SPY over the holding period was -1.7%.

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