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Allworth Financial’s iShares Global Industrials ETF EXI Stock Holding History

Allworth Financial’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 		$50.6K Buy
280
+14
+5% +$2.64K ﹤0.01% 2317
2025
Q4 		$46.6K Buy
266
+175
+192% +$30.3K ﹤0.01% 2245
2025
Q3 		$15.7K Buy
+91
New +$15.4K ﹤0.01% 2849

Other funds holding EXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
VanEck Associates
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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

Allworth Financial's EXI Position: Q1 2026 in Review

Allworth Financial increased its iShares Global Industrials ETF (EXI) stake by 5.3% in Q1 2026, buying an estimated $2.64K and bringing the position to 280 shares worth $50.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2317.

Allworth Financial first reported a position in EXI in Q3 2025 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold EXI as of Q1 2026.

  • Allworth Financial held 280 shares of iShares Global Industrials ETF worth $50.6K as of Q1 2026.
  • Allworth Financial bought 14 iShares Global Industrials ETF shares in Q1 2026, an estimated $2.64K.
  • iShares Global Industrials ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2317 holding.
  • Allworth Financial first reported a position in iShares Global Industrials ETF in Q3 2025 and has held it in 3 quarters since.
  • 121 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.