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 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

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

RIAS

Rachor Investment Advisory Services Linden, Michigan $203M AUM

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

CX Institutional's EXI Position: Q2 2026 in Review

CX Institutional reduced its iShares Global Industrials ETF (EXI) stake by 87% in Q2 2026, selling an estimated $959K and leaving 719 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

CX Institutional first reported a position in EXI in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.02M in Q1 2026. 10 funds tracked by Wall St. Rank hold EXI as of Q2 2026.

CX Institutional held 719 shares of iShares Global Industrials ETF worth $144K as of Q2 2026.
CX Institutional sold 4,937 iShares Global Industrials ETF shares in Q2 2026, an estimated $959K.
iShares Global Industrials ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #802 holding.
CX Institutional first reported a position in iShares Global Industrials ETF in Q1 2023 and has held it in 8 quarters since.
CX Institutional's iShares Global Industrials ETF position peaked at $1.02M in Q1 2026.
10 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.