Activest Wealth Management’s iShares Global Industrials ETF EXI Stock Holding History

Activest Wealth Management’s Portfolio EXI Stock Details EXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$43.9K	Buy	+232	New	+$45.9K	0.01%	293

Other funds holding EXI

BFG

Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

PWM

Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return

Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Activest Wealth Management's EXI Position: Q3 2026 in Review

Activest Wealth Management opened a new position in iShares Global Industrials ETF (EXI) in Q3 2026: 232 shares worth $43.9K. The stake represents 0.01% of the portfolio and ranks #293 among its holdings.

14 funds tracked by Wall St. Rank hold EXI as of Q3 2026.

Activest Wealth Management held 232 shares of iShares Global Industrials ETF worth $43.9K as of Q3 2026.
iShares Global Industrials ETF was a new Activest Wealth Management position in Q3 2026.
iShares Global Industrials ETF made up 0.01% of Activest Wealth Management's portfolio in Q3 2026, its #293 holding.
14 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.