CFSG
EXI icon

Community Financial Services Group’s iShares Global Industrials ETF EXI Stock Holding History

Community Financial Services 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
2026
Q2 		– Sell
-126
Closed -$23.3K – 538
2026
Q1 		$23.3K Buy
+126
New +$23.8K ﹤0.01% 240

Other funds holding EXI

PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM

Community Financial Services Group's EXI Position: Q2 2026 in Review

Community Financial Services Group sold out of iShares Global Industrials ETF (EXI) in Q2 2026, closing a stake of 126 shares — an estimated $23.3K sold.

Community Financial Services Group first reported a position in EXI in Q1 2026 and held it in 1 quarter. The position peaked at $23.3K in Q1 2026. 12 funds tracked by Wall St. Rank hold EXI as of Q2 2026.

  • Community Financial Services Group reported no remaining iShares Global Industrials ETF position as of Q2 2026 after selling out during the quarter.
  • Community Financial Services Group sold 126 iShares Global Industrials ETF shares in Q2 2026, an estimated $23.3K.
  • Community Financial Services Group first reported a position in iShares Global Industrials ETF in Q1 2026 and held it in 1 quarter.
  • Community Financial Services Group's iShares Global Industrials ETF position peaked at $23.3K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.