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

Angeles 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 		$32.3K Buy
+161
New +$31.3K ﹤0.01% 587
2024
Q2 		– Sell
-247
Closed -$34.5K – 311
2024
Q1 		$34.5K Hold
247
– – ﹤0.01% 262
2023
Q4 		$31.5K Buy
+247
New +$28.8K ﹤0.01% 234

Other funds holding EXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
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

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

Angeles Wealth Management opened a new position in iShares Global Industrials ETF (EXI) in Q2 2026: 161 shares worth $32.3K. The stake represents ﹤0.01% of the portfolio and ranks #587 among its holdings. This is a return to the name: Angeles Wealth Management previously reported a position in EXI as recently as Q1 2024.

Angeles Wealth Management first reported a position in EXI in Q4 2023 and has held it in 3 quarters since. The position peaked at $34.5K in Q1 2024. 131 funds tracked by Wall St. Rank hold EXI as of Q2 2026.

  • Angeles Wealth Management held 161 shares of iShares Global Industrials ETF worth $32.3K as of Q2 2026.
  • iShares Global Industrials ETF was a new Angeles Wealth Management position in Q2 2026.
  • iShares Global Industrials ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #587 holding.
  • Angeles Wealth Management first reported a position in iShares Global Industrials ETF in Q4 2023 and has held it in 3 quarters since.
  • Angeles Wealth Management's iShares Global Industrials ETF position peaked at $34.5K in Q1 2024.
  • 131 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.