CIBC Private Wealth Group
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CIBC Private Wealth Group’s iShares Global Industrials ETF EXI Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$17.5K Hold
100
– – ﹤0.01% 2214
2025
Q3 		$17.3K Hold
100
– – ﹤0.01% 2202
2025
Q2 		$16.5K Hold
100
– – ﹤0.01% 2088
2025
Q1 		$12.9K Sell
100
-87
-47% -$12.8K ﹤0.01% 2151
2024
Q4 		$26.6K Buy
187
+87
+87% +$12.8K ﹤0.01% 1939
2024
Q3 		$14.9K Hold
100
– – ﹤0.01% 2279
2024
Q2 		$13.6K Hold
100
– – ﹤0.01% 2180
2024
Q1 		$13.9K Buy
+100
New +$13.1K ﹤0.01% 2162
2018
Q3 		– Sell
-424
Closed -$37K – 1195
2018
Q2 		$37K Buy
424
+324
+324% +$29.6K ﹤0.01% 1237
2018
Q1 		$9K Hold
100
– – ﹤0.01% 1553
2017
Q4 		$9K Buy
+100
New +$9.05K ﹤0.01% 1570

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CIBC Private Wealth Group's EXI Position: Q4 2025 in Review

CIBC Private Wealth Group held its iShares Global Industrials ETF (EXI) position steady in Q4 2025 at 100 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2214.

CIBC Private Wealth Group first reported a position in EXI in Q4 2017 and has held it in 11 quarters since. The position peaked at $37K in Q2 2018. 110 funds tracked by Wall St. Rank hold EXI as of Q4 2025.

  • CIBC Private Wealth Group held 100 shares of iShares Global Industrials ETF worth $17.5K as of Q4 2025.
  • CIBC Private Wealth Group left its iShares Global Industrials ETF share count unchanged in Q4 2025.
  • iShares Global Industrials ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2214 holding.
  • CIBC Private Wealth Group first reported a position in iShares Global Industrials ETF in Q4 2017 and has held it in 11 quarters since.
  • CIBC Private Wealth Group's iShares Global Industrials ETF position peaked at $37K in Q2 2018.
  • 110 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.