Avantax Planning Partners’s iShares Global Industrials ETF EXI Stock Holding History

Avantax Planning Partners’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	$761K	Hold	4,206	–	–	0.02%	226
2025 Q4	$737K	Hold	4,206	–	–	0.02%	222
2025 Q3	$727K	Hold	4,206	–	–	0.02%	225
2025 Q2	$696K	Hold	4,206	–	–	0.02%	225
2025 Q1	$611K	Hold	4,206	–	–	0.02%	228
2024 Q4	$594K	Hold	4,206	–	–	0.02%	231
2024 Q3	$626K	Hold	4,206	–	–	0.02%	226
2024 Q2	$568K	Hold	4,206	–	–	0.02%	269
2024 Q1	$588K	Hold	4,206	–	–	0.02%	269
2023 Q4	$536K	Hold	4,206	–	–	0.02%	230
2023 Q3	$475K	Hold	4,206	–	–	0.02%	232
2023 Q2	$506K	Buy	4,206 +106	+3%	+$12.2K	0.02%	235
2023 Q1	$468K	Hold	4,100	–	–	0.02%	238
2022 Q4	$437K	Hold	4,100	–	–	0.02%	246
2022 Q3	$369K	Hold	4,100	–	–	0.02%	253
2022 Q2	$394K	Hold	4,100	–	–	0.02%	242
2022 Q1	$476K	Hold	4,100	–	–	0.02%	228
2021 Q4	$506K	Hold	4,100	–	–	0.02%	215
2021 Q3	$482K	Sell	4,100 -900	-18%	-$109K	0.02%	203
2021 Q2	$597K	Hold	5,000	–	–	0.03%	180
2021 Q1	$580K	Hold	5,000	–	–	0.03%	175
2020 Q4	$534K	Buy	+5,000	New	+$505K	0.03%	174

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

Avantax Planning Partners's EXI Position: Q1 2026 in Review

Avantax Planning Partners held its iShares Global Industrials ETF (EXI) position steady in Q1 2026 at 4,206 shares worth $761K. The position accounts for 0.02% of the portfolio, ranked #226.

Avantax Planning Partners first reported a position in EXI in Q4 2020 and has held it in 22 quarters since. 121 funds tracked by Wall St. Rank hold EXI as of Q1 2026.

Avantax Planning Partners held 4,206 shares of iShares Global Industrials ETF worth $761K as of Q1 2026.
Avantax Planning Partners left its iShares Global Industrials ETF share count unchanged in Q1 2026.
iShares Global Industrials ETF made up 0.02% of Avantax Planning Partners's portfolio in Q1 2026, its #226 holding.
Avantax Planning Partners first reported a position in iShares Global Industrials ETF in Q4 2020 and has held it in 22 quarters since.
121 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.