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Atria Investments’s iShares Global Industrials ETF EXI Stock Holding History

Atria Investments’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
2025
Q4 		– Sell
-4,529
Closed -$782K – 2063
2025
Q3 		$782K Sell
4,529
-36
-0.8% -$6.08K 0.01% 1180
2025
Q2 		$755K Sell
4,565
-1,481
-24% -$227K 0.01% 1195
2025
Q1 		$879K Sell
6,046
-1,657
-22% -$244K 0.01% 1050
2024
Q4 		$1.09M Buy
7,703
+960
+14% +$142K 0.01% 931
2024
Q3 		$1M Buy
6,743
+4,492
+200% +$630K 0.01% 969
2024
Q2 		$304K Buy
+2,251
New +$309K ﹤0.01% 1581

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
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
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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Atria Investments's EXI Position: Q4 2025 in Review

Atria Investments sold out of iShares Global Industrials ETF (EXI) in Q4 2025, closing a stake of 4,529 shares — an estimated $782K sold.

Atria Investments first reported a position in EXI in Q2 2024 and held it in 6 quarters. The position peaked at $1.09M in Q4 2024. 110 funds tracked by Wall St. Rank hold EXI as of Q4 2025.

  • Atria Investments reported no remaining iShares Global Industrials ETF position as of Q4 2025 after selling out during the quarter.
  • Atria Investments sold 4,529 iShares Global Industrials ETF shares in Q4 2025, an estimated $782K.
  • Atria Investments first reported a position in iShares Global Industrials ETF in Q2 2024 and held it in 6 quarters.
  • Atria Investments's iShares Global Industrials ETF position peaked at $1.09M in Q4 2024.
  • 110 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q4 2025.

Based on Atria Investments's 13F filing for Q4 2025, filed 5 Feb 2026.