Bartlett & Co Wealth Management’s iShares Global Industrials ETF EXI Stock Holding History

Bartlett & Co 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 Q1	$192K	Buy	+1,000	New	+$189K	﹤0.01%	467

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

Bartlett & Co Wealth Management's EXI Position: Q1 2026 in Review

Bartlett & Co Wealth Management opened a new position in iShares Global Industrials ETF (EXI) in Q1 2026: 1,000 shares worth $192K. The stake represents ﹤0.01% of the portfolio and ranks #467 among its holdings.

121 funds tracked by Wall St. Rank hold EXI as of Q1 2026.

Bartlett & Co Wealth Management held 1,000 shares of iShares Global Industrials ETF worth $192K as of Q1 2026.
iShares Global Industrials ETF was a new Bartlett & Co Wealth Management position in Q1 2026.
iShares Global Industrials ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #467 holding.
121 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.