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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

Other funds holding EXI

BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
BFG
Buttonwood Financial Group Kansas City, Missouri $175M AUM 28.09% 1-Year Est. Return
ISWM
Intesa Sanpaolo Wealth Management Ville De Luxembourg $500M AUM
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM

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. 41 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.
  • 41 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.