BFG
EXI icon

Buttonwood Financial Group’s iShares Global Industrials ETF EXI Stock Holding History

Buttonwood Financial Group’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 		$1.73M Buy
8,646
+916
+12% +$178K 0.99% 18
2026
Q1 		$1.4M Sell
7,730
-2,022
-21% -$382K 0.86% 19
2025
Q4 		$1.79M Buy
+9,752
New +$1.69M 0.95% 19

Other funds holding EXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Buttonwood Financial Group's EXI Position: Q2 2026 in Review

Buttonwood Financial Group increased its iShares Global Industrials ETF (EXI) stake by 12% in Q2 2026, buying an estimated $178K and bringing the position to 8,646 shares worth $1.73M. The position accounts for 0.99% of the portfolio, ranked #18.

Buttonwood Financial Group first reported a position in EXI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.79M in Q4 2025. 131 funds tracked by Wall St. Rank hold EXI as of Q2 2026.

  • Buttonwood Financial Group held 8,646 shares of iShares Global Industrials ETF worth $1.73M as of Q2 2026.
  • Buttonwood Financial Group bought 916 iShares Global Industrials ETF shares in Q2 2026, an estimated $178K.
  • iShares Global Industrials ETF made up 0.99% of Buttonwood Financial Group's portfolio in Q2 2026, its #18 holding.
  • Buttonwood Financial Group first reported a position in iShares Global Industrials ETF in Q4 2025 and has held it in 3 quarters since.
  • Buttonwood Financial Group's iShares Global Industrials ETF position peaked at $1.79M in Q4 2025.
  • 131 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2026.

Based on Buttonwood Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.