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

Belpointe Asset 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
Q2 		– Sell
-1,755
Closed -$318K – 1152
2026
Q1 		$318K Sell
1,755
-1,595
-48% -$301K 0.01% 842
2025
Q4 		$587K Buy
+3,350
New +$580K 0.02% 607

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Phoenix Financial
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
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VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Belpointe Asset Management's EXI Position: Q2 2026 in Review

Belpointe Asset Management sold out of iShares Global Industrials ETF (EXI) in Q2 2026, closing a stake of 1,755 shares — an estimated $318K sold.

Belpointe Asset Management first reported a position in EXI in Q4 2025 and held it in 2 quarters. The position peaked at $587K in Q4 2025. 131 funds tracked by Wall St. Rank hold EXI as of Q2 2026.

  • Belpointe Asset Management reported no remaining iShares Global Industrials ETF position as of Q2 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 1,755 iShares Global Industrials ETF shares in Q2 2026, an estimated $318K.
  • Belpointe Asset Management first reported a position in iShares Global Industrials ETF in Q4 2025 and held it in 2 quarters.
  • Belpointe Asset Management's iShares Global Industrials ETF position peaked at $587K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.