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 Q3	$1.46M	Sell	7,585 -1,061	-12%	-$210K	0.74%	21
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

Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Buttonwood Financial Group's EXI Position: Q3 2026 in Review

Buttonwood Financial Group reduced its iShares Global Industrials ETF (EXI) stake by 12% in Q3 2026, selling an estimated $210K and leaving 7,585 shares worth $1.46M. The position accounts for 0.74% of the portfolio, ranked #21.

Buttonwood Financial Group first reported a position in EXI in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.79M in Q4 2025. 25 funds tracked by Wall St. Rank hold EXI as of Q3 2026.

Buttonwood Financial Group held 7,585 shares of iShares Global Industrials ETF worth $1.46M as of Q3 2026.
Buttonwood Financial Group sold 1,061 iShares Global Industrials ETF shares in Q3 2026, an estimated $210K.
iShares Global Industrials ETF made up 0.74% of Buttonwood Financial Group's portfolio in Q3 2026, its #21 holding.
Buttonwood Financial Group first reported a position in iShares Global Industrials ETF in Q4 2025 and has held it in 4 quarters since.
Buttonwood Financial Group's iShares Global Industrials ETF position peaked at $1.79M in Q4 2025.
25 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q3 2026.

Based on Buttonwood Financial Group's 13F filing for Q3 2026, filed 16 Oct 2026.