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Advyzon Investment Management’s iShares Global Industrials ETF EXI Stock Holding History

Advyzon Investment 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
Q2 		– Sell
-3,729
Closed -$675K – 777
2026
Q1 		$675K Buy
+3,729
New +$704K 0.06% 307

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Treasurer of the State of North Carolina
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Advyzon Investment Management's EXI Position: Q2 2026 in Review

Advyzon Investment Management sold out of iShares Global Industrials ETF (EXI) in Q2 2026, closing a stake of 3,729 shares — an estimated $675K sold.

Advyzon Investment Management first reported a position in EXI in Q1 2026 and held it in 1 quarter. The position peaked at $675K in Q1 2026. 131 funds tracked by Wall St. Rank hold EXI as of Q2 2026.

  • Advyzon Investment Management reported no remaining iShares Global Industrials ETF position as of Q2 2026 after selling out during the quarter.
  • Advyzon Investment Management sold 3,729 iShares Global Industrials ETF shares in Q2 2026, an estimated $675K.
  • Advyzon Investment Management first reported a position in iShares Global Industrials ETF in Q1 2026 and held it in 1 quarter.
  • Advyzon Investment Management's iShares Global Industrials ETF position peaked at $675K in Q1 2026.
  • 131 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.