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

Aviso 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
2025
Q3 		– Sell
-37
Closed -$6.11K – 353
2025
Q2 		$6.11K Buy
+37
New +$5.67K ﹤0.01% 304

Other funds holding EXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Aviso Financial's EXI Position: Q3 2025 in Review

Aviso Financial sold out of iShares Global Industrials ETF (EXI) in Q3 2025, closing a stake of 37 shares — an estimated $6.11K sold.

Aviso Financial first reported a position in EXI in Q2 2025 and held it in 1 quarter. The position peaked at $6.11K in Q2 2025. 107 funds tracked by Wall St. Rank hold EXI as of Q3 2025.

  • Aviso Financial reported no remaining iShares Global Industrials ETF position as of Q3 2025 after selling out during the quarter.
  • Aviso Financial sold 37 iShares Global Industrials ETF shares in Q3 2025, an estimated $6.11K.
  • Aviso Financial first reported a position in iShares Global Industrials ETF in Q2 2025 and held it in 1 quarter.
  • Aviso Financial's iShares Global Industrials ETF position peaked at $6.11K in Q2 2025.
  • 107 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q3 2025.

Based on Aviso Financial's 13F filing for Q3 2025, filed 12 Nov 2025.