Baker Avenue Asset Management’s iShares Global Industrials ETF EXI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.1M Sell
5,469
-386
-7% -$75K 0.02% 281
2026
Q1
$1.06M Sell
5,855
-528
-8% -$99.6K 0.02% 276
2025
Q4
$1.12M Sell
6,383
-182
-3% -$31.5K 0.03% 251
2025
Q3
$1.13M Sell
6,565
-88
-1% -$14.9K 0.03% 244
2025
Q2
$1.1M Sell
6,653
-417
-6% -$63.9K 0.03% 236
2025
Q1
$1.03M Buy
7,070
+137
+2% +$20.1K 0.03% 234
2024
Q4
$979K Buy
6,933
+132
+2% +$19.5K 0.03% 236
2024
Q3
$1.01M Sell
6,801
-325
-5% -$45.6K 0.03% 229
2024
Q2
$963K Sell
7,126
-240
-3% -$32.9K 0.03% 224
2024
Q1
$1.03M Buy
7,366
+160
+2% +$21K 0.04% 209
2023
Q4
$918K Buy
7,206
+391
+6% +$45.6K 0.04% 213
2023
Q3
$770K Buy
6,815
+237
+4% +$28.2K 0.04% 223
2023
Q2
$791K Buy
6,578
+107
+2% +$12.3K 0.04% 207
2023
Q1
$739K Buy
6,471
+305
+5% +$34.1K 0.04% 208
2022
Q4
$657K Buy
6,166
+534
+9% +$55K 0.04% 215
2022
Q3
$507K Buy
5,632
+279
+5% +$28K 0.03% 231
2022
Q2
$515K Sell
5,353
-4,636
-46% -$487K 0.03% 212
2022
Q1
$1.16M Buy
9,989
+744
+8% +$86.4K 0.06% 155
2021
Q4
$1.14M Buy
9,245
+581
+7% +$70.7K 0.06% 157
2021
Q3
$1.02M Buy
8,664
+378
+5% +$45.9K 0.06% 142
2021
Q2
$989K Buy
8,286
+100
+1% +$12K 0.06% 145
2021
Q1
$949K Sell
8,186
-219
-3% -$24.2K 0.06% 141
2020
Q4
$897K Sell
8,405
-850
-9% -$85.8K 0.06% 137
2020
Q3
$862K Sell
9,255
-102
-1% -$9.22K 0.07% 132
2020
Q2
$781K Buy
9,357
+5,384
+136% +$421K 0.06% 135
2020
Q1
$282K Sell
3,973
-1,167
-23% -$104K 0.03% 156
2019
Q4
$500K Buy
5,140
+906
+21% +$86.1K 0.04% 198
2019
Q3
$386K Buy
4,234
+491
+13% +$44.2K 0.03% 192
2019
Q2
$342K Sell
3,743
-337
-8% -$30.5K 0.03% 200
2019
Q1
$362K Buy
4,080
+540
+15% +$46.3K 0.03% 206
2018
Q4
$276K Buy
3,540
+512
+17% +$43.2K 0.03% 223
2018
Q3
$284K Buy
3,028
+45
+2% +$4.11K 0.02% 226
2018
Q2
$262K Buy
2,983
+158
+6% +$14.5K 0.02% 223
2018
Q1
$258K Buy
2,825
+368
+15% +$34.7K 0.02% 225
2017
Q4
$228K Buy
2,457
+115
+5% +$10.4K 0.02% 222
2017
Q3
$208K Buy
+2,342
New +$201K 0.02% 215
2017
Q2
Sell
-2,754
Closed -$221K 207
2017
Q1
$221K Sell
2,754
-586
-18% -$46.1K 0.03% 187
2016
Q4
$252K Sell
3,340
-3,082
-48% -$229K 0.04% 180
2016
Q3
$474K Sell
6,422
-3,580
-36% -$260K 0.07% 143
2016
Q2
$695K Sell
10,002
-7,359
-42% -$518K 0.1% 113
2016
Q1
$1.22M Sell
17,361
-1,610
-8% -$106K 0.19% 83
2015
Q4
$1.28M Buy
18,971
+9,550
+101% +$657K 0.18% 81
2015
Q3
$603K Buy
9,421
+760
+9% +$51.7K 0.11% 111
2015
Q2
$608K Sell
8,661
-90
-1% -$6.59K 0.08% 145
2015
Q1
$631K Buy
8,751
+340
+4% +$24.3K 0.08% 136
2014
Q4
$593K Buy
+8,411
New +$590K 0.08% 135

Other funds holding EXI

Baker Avenue Asset Management's EXI Position: Q2 2026 in Review

Baker Avenue Asset Management reduced its iShares Global Industrials ETF (EXI) stake by 6.6% in Q2 2026, selling an estimated $75K and leaving 5,469 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #281.

Baker Avenue Asset Management first reported a position in EXI in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.28M in Q4 2015. 131 funds tracked by Wall St. Rank hold EXI as of Q2 2026.

  • Baker Avenue Asset Management held 5,469 shares of iShares Global Industrials ETF worth $1.1M as of Q2 2026.
  • Baker Avenue Asset Management sold 386 iShares Global Industrials ETF shares in Q2 2026, an estimated $75K.
  • iShares Global Industrials ETF made up 0.02% of Baker Avenue Asset Management's portfolio in Q2 2026, its #281 holding.
  • Baker Avenue Asset Management first reported a position in iShares Global Industrials ETF in Q4 2014 and has held it in 46 quarters since.
  • Baker Avenue Asset Management's iShares Global Industrials ETF position peaked at $1.28M in Q4 2015.
  • 131 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.