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Blue Trust Inc’s iShares Global Industrials ETF EXI Stock Holding History

Blue Trust Inc’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
Q4 		– Sell
-1,276
Closed -$220K – 2585
2025
Q3 		$220K Buy
1,276
+68
+6% +$11.5K ﹤0.01% 762
2025
Q2 		$200K Sell
1,208
-526
-30% -$80.6K ﹤0.01% 769
2025
Q1 		$252K Buy
1,734
+1,016
+142% +$149K ﹤0.01% 627
2024
Q4 		$101K Buy
718
+466
+185% +$68.8K ﹤0.01% 934
2024
Q3 		$34K Buy
252
+145
+136% +$20.3K ﹤0.01% 1728
2024
Q2 		$14.9K Hold
107
– – ﹤0.01% 1789
2024
Q1 		$14.9K Buy
107
+30
+39% +$3.94K ﹤0.01% 1334
2023
Q4 		$9K Buy
+77
New +$8.99K ﹤0.01% 1612

Other funds holding EXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Blue Trust Inc's EXI Position: Q4 2025 in Review

Blue Trust Inc sold out of iShares Global Industrials ETF (EXI) in Q4 2025, closing a stake of 1,276 shares — an estimated $220K sold.

Blue Trust Inc first reported a position in EXI in Q4 2023 and held it in 8 quarters. The position peaked at $252K in Q1 2025. 110 funds tracked by Wall St. Rank hold EXI as of Q4 2025.

  • Blue Trust Inc reported no remaining iShares Global Industrials ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Trust Inc sold 1,276 iShares Global Industrials ETF shares in Q4 2025, an estimated $220K.
  • Blue Trust Inc first reported a position in iShares Global Industrials ETF in Q4 2023 and held it in 8 quarters.
  • Blue Trust Inc's iShares Global Industrials ETF position peaked at $252K in Q1 2025.
  • 110 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.