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

AE 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 Q1	$53.7K	Sell	296 -227	-43%	-$42.8K	﹤0.01%	1943
2025 Q4	$91.8K	Buy	523 +233	+80%	+$40.4K	﹤0.01%	1722
2025 Q3	$50.1K	Buy	290 +173	+148%	+$29.2K	﹤0.01%	1716
2025 Q2	$19.3K	Buy	117 +63	+117%	+$9.65K	﹤0.01%	1773
2025 Q1	$7.85K	Buy	54 +43	+391%	+$6.32K	﹤0.01%	1884
2024 Q4	$1.56K	Buy	+11	New	+$1.62K	﹤0.01%	2012

Other funds holding EXI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

AE Wealth Management's EXI Position: Q1 2026 in Review

AE Wealth Management reduced its iShares Global Industrials ETF (EXI) stake by 43% in Q1 2026, selling an estimated $42.8K and leaving 296 shares worth $53.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1943.

AE Wealth Management first reported a position in EXI in Q4 2024 and has held it in 6 quarters since. The position peaked at $91.8K in Q4 2025. 121 funds tracked by Wall St. Rank hold EXI as of Q1 2026.

AE Wealth Management held 296 shares of iShares Global Industrials ETF worth $53.7K as of Q1 2026.
AE Wealth Management sold 227 iShares Global Industrials ETF shares in Q1 2026, an estimated $42.8K.
iShares Global Industrials ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1943 holding.
AE Wealth Management first reported a position in iShares Global Industrials ETF in Q4 2024 and has held it in 6 quarters since.
AE Wealth Management's iShares Global Industrials ETF position peaked at $91.8K in Q4 2025.
121 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.