CX Institutional’s iShares Global Industrials ETF EXI Stock Holding History

CX Institutional’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 Q3	$115K	Sell	608 -111	-15%	-$22K	﹤0.01%	848
2026 Q2	$144K	Sell	719 -4,937	-87%	-$959K	﹤0.01%	802
2026 Q1	$1.02M	Buy	5,656 +5,101	+919%	+$963K	0.03%	336
2025 Q4	$97K	Buy	555 +44	+9%	+$7.62K	﹤0.01%	857
2025 Q3	$88K	Buy	511 +186	+57%	+$31.4K	﹤0.01%	843
2025 Q2	$54K	Sell	325 -84	-21%	-$12.9K	﹤0.01%	847
2025 Q1	$59K	Buy	+409	New	+$60.2K	﹤0.01%	815
2023 Q3	–	Sell	-1,946	Closed	-$234K	–	502
2023 Q2	$234K	Buy	1,946 +34	+2%	+$3.91K	0.01%	475
2023 Q1	$219K	Buy	+1,912	New	+$214K	0.01%	461

Other funds holding EXI

BFG

Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

CX Institutional's EXI Position: Q3 2026 in Review

CX Institutional reduced its iShares Global Industrials ETF (EXI) stake by 15% in Q3 2026, selling an estimated $22K and leaving 608 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

CX Institutional first reported a position in EXI in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.02M in Q1 2026. 13 funds tracked by Wall St. Rank hold EXI as of Q3 2026.

CX Institutional held 608 shares of iShares Global Industrials ETF worth $115K as of Q3 2026.
CX Institutional sold 111 iShares Global Industrials ETF shares in Q3 2026, an estimated $22K.
iShares Global Industrials ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #848 holding.
CX Institutional first reported a position in iShares Global Industrials ETF in Q1 2023 and has held it in 9 quarters since.
CX Institutional's iShares Global Industrials ETF position peaked at $1.02M in Q1 2026.
13 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.