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 Q2	$59.6K	Buy	297 +1	+0.3%	+$194	﹤0.01%	2057
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 $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

AE Wealth Management's EXI Position: Q2 2026 in Review

AE Wealth Management increased its iShares Global Industrials ETF (EXI) stake by 0.34% in Q2 2026, buying an estimated $194 and bringing the position to 297 shares worth $59.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2057.

AE Wealth Management first reported a position in EXI in Q4 2024 and has held it in 7 quarters since. The position peaked at $91.8K in Q4 2025. 131 funds tracked by Wall St. Rank hold EXI as of Q2 2026.

AE Wealth Management held 297 shares of iShares Global Industrials ETF worth $59.6K as of Q2 2026.
AE Wealth Management bought 1 iShares Global Industrials ETF share in Q2 2026, an estimated $194.
iShares Global Industrials ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2057 holding.
AE Wealth Management first reported a position in iShares Global Industrials ETF in Q4 2024 and has held it in 7 quarters since.
AE Wealth Management's iShares Global Industrials ETF position peaked at $91.8K in Q4 2025.
131 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.