Castleview Partners’s iShares Global Industrials ETF EXI Stock Holding History

Castleview Partners’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	$218K	Buy	1,154 +2	+0.2%	+$396	0.1%	197
2026 Q2	$231K	Buy	+1,152	New	+$224K	0.1%	196
2025 Q1	–	Sell	-73	Closed	-$10.3K	–	293
2024 Q4	$10.3K	Hold	73	–	–	0.01%	576
2024 Q3	$10.9K	Hold	73	–	–	0.01%	534
2024 Q2	$9.9K	Hold	73	–	–	0.01%	526
2024 Q1	$10.2K	Hold	73	–	–	0.01%	539
2023 Q4	$9.3K	Hold	73	–	–	0.01%	520
2023 Q3	$8.25K	Hold	73	–	–	0.01%	438
2023 Q2	$8.78K	Hold	73	–	–	0.01%	454
2023 Q1	$8.33K	Hold	73	–	–	0.01%	448
2022 Q4	$7.77K	Hold	73	–	–	0.01%	399
2022 Q3	$7K	Sell	73 -31	-30%	-$3.11K	0.01%	415
2022 Q2	$6.01K	Buy	104 +31	+42%	+$3.26K	﹤0.01%	515
2022 Q1	$8K	Buy	+73	New	+$8.48K	0.01%	518
2021 Q2	$9K	Buy	+73	New	+$8.79K	﹤0.01%	716

Other funds holding EXI

BFG

Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 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

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

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

PWM

Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return

Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Castleview Partners's EXI Position: Q3 2026 in Review

Castleview Partners increased its iShares Global Industrials ETF (EXI) stake by 0.17% in Q3 2026, buying an estimated $396 and bringing the position to 1,154 shares worth $218K. The position accounts for 0.1% of the portfolio, ranked #197.

Castleview Partners first reported a position in EXI in Q2 2021 and has held it in 15 quarters since. The position peaked at $231K in Q2 2026. 14 funds tracked by Wall St. Rank hold EXI as of Q3 2026.

Castleview Partners held 1,154 shares of iShares Global Industrials ETF worth $218K as of Q3 2026.
Castleview Partners bought 2 iShares Global Industrials ETF shares in Q3 2026, an estimated $396.
iShares Global Industrials ETF made up 0.1% of Castleview Partners's portfolio in Q3 2026, its #197 holding.
Castleview Partners first reported a position in iShares Global Industrials ETF in Q2 2021 and has held it in 15 quarters since.
Castleview Partners's iShares Global Industrials ETF position peaked at $231K in Q2 2026.
14 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.