Cerity Partners
EXI icon

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

Cerity 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
Q1 		– Sell
-5,007
Closed -$878K – 3296
2025
Q4 		$878K Sell
5,007
-78
-2% -$13.5K ﹤0.01% 1780
2025
Q3 		$878K Buy
5,085
+218
+4% +$36.8K ﹤0.01% 1656
2025
Q2 		$805K Sell
4,867
-515
-10% -$78.9K ﹤0.01% 1618
2025
Q1 		$782K Sell
5,382
-317
-6% -$46.6K ﹤0.01% 1542
2024
Q4 		$805K Sell
5,699
-223
-4% -$32.9K ﹤0.01% 1516
2024
Q3 		$881K Sell
5,922
-471
-7% -$66K ﹤0.01% 1467
2024
Q2 		$864K Sell
6,393
-1,106
-15% -$152K ﹤0.01% 1292
2024
Q1 		$1.05M Sell
7,499
-995
-12% -$131K ﹤0.01% 1252
2023
Q4 		$1.08M Buy
8,494
+776
+10% +$90.6K ﹤0.01% 960
2023
Q3 		$872K Sell
7,718
-2,315
-23% -$275K ﹤0.01% 796
2023
Q2 		$1.21M Sell
10,033
-2,563
-20% -$295K ﹤0.01% 870
2023
Q1 		$1.44M Sell
12,596
-311
-2% -$34.7K ﹤0.01% 832
2022
Q4 		$1.37M Buy
+12,907
New +$1.33M 0.01% 610
2022
Q2 		– Sell
-1,828
Closed -$212K – 1202
2022
Q1 		$212K Buy
+1,828
New +$212K ﹤0.01% 849

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Cerity Partners's EXI Position: Q1 2026 in Review

Cerity Partners sold out of iShares Global Industrials ETF (EXI) in Q1 2026, closing a stake of 5,007 shares — an estimated $878K sold.

Cerity Partners first reported a position in EXI in Q1 2022 and held it in 14 quarters. The position peaked at $1.44M in Q1 2023. 121 funds tracked by Wall St. Rank hold EXI as of Q1 2026.

  • Cerity Partners reported no remaining iShares Global Industrials ETF position as of Q1 2026 after selling out during the quarter.
  • Cerity Partners sold 5,007 iShares Global Industrials ETF shares in Q1 2026, an estimated $878K.
  • Cerity Partners first reported a position in iShares Global Industrials ETF in Q1 2022 and held it in 14 quarters.
  • Cerity Partners's iShares Global Industrials ETF position peaked at $1.44M in Q1 2023.
  • 121 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.