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
Q2 		$214K Buy
+1,065
New +$207K ﹤0.01% 3015
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 $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 $104B AUM 28.3% 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

Cerity Partners's EXI Position: Q2 2026 in Review

Cerity Partners opened a new position in iShares Global Industrials ETF (EXI) in Q2 2026: 1,065 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #3015 among its holdings. This is a return to the name: Cerity Partners previously reported a position in EXI as recently as Q4 2025.

Cerity Partners first reported a position in EXI in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.44M in Q1 2023. 131 funds tracked by Wall St. Rank hold EXI as of Q2 2026.

  • Cerity Partners held 1,065 shares of iShares Global Industrials ETF worth $214K as of Q2 2026.
  • iShares Global Industrials ETF was a new Cerity Partners position in Q2 2026.
  • iShares Global Industrials ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3015 holding.
  • Cerity Partners first reported a position in iShares Global Industrials ETF in Q1 2022 and has held it in 15 quarters since.
  • Cerity Partners's iShares Global Industrials ETF position peaked at $1.44M in Q1 2023.
  • 131 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.