Clearstead Advisors’s iShares Global Industrials ETF EXI Stock Holding History

Clearstead Advisors’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	$36.2K	Hold	200	–	–	﹤0.01%	1339
2025 Q4	$35.1K	Hold	200	–	–	﹤0.01%	1532
2025 Q3	$34.5K	Hold	200	–	–	﹤0.01%	1414
2025 Q2	$33.1K	Hold	200	–	–	﹤0.01%	1427
2025 Q1	$29.1K	Hold	200	–	–	﹤0.01%	1312
2024 Q4	$28.2K	Sell	200 -4,822	-96%	-$712K	﹤0.01%	1292
2024 Q3	$747K	Buy	5,022 +4,822	+2,411%	+$676K	0.01%	481
2024 Q2	$27K	Hold	200	–	–	﹤0.01%	1296
2024 Q1	$28K	Hold	200	–	–	﹤0.01%	882
2023 Q4	$25.5K	Sell	200 -200	-50%	-$23.3K	﹤0.01%	897
2023 Q3	$45.2K	Buy	400 +200	+100%	+$23.8K	﹤0.01%	897
2023 Q2	$24.1K	Hold	200	–	–	﹤0.01%	869
2023 Q1	$22.8K	Hold	200	–	–	﹤0.01%	830
2022 Q4	$21.3K	Buy	+200	New	+$20.6K	﹤0.01%	785

Other funds holding EXI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Clearstead Advisors's EXI Position: Q1 2026 in Review

Clearstead Advisors held its iShares Global Industrials ETF (EXI) position steady in Q1 2026 at 200 shares worth $36.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Clearstead Advisors first reported a position in EXI in Q4 2022 and has held it in 14 quarters since. The position peaked at $747K in Q3 2024. 121 funds tracked by Wall St. Rank hold EXI as of Q1 2026.

Clearstead Advisors held 200 shares of iShares Global Industrials ETF worth $36.2K as of Q1 2026.
Clearstead Advisors left its iShares Global Industrials ETF share count unchanged in Q1 2026.
iShares Global Industrials ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1339 holding.
Clearstead Advisors first reported a position in iShares Global Industrials ETF in Q4 2022 and has held it in 14 quarters since.
Clearstead Advisors's iShares Global Industrials ETF position peaked at $747K in Q3 2024.
121 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.