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Dogwood Wealth Management’s iShares Global Industrials ETF EXI Stock Holding History

Dogwood Wealth Management’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
Q2 		– Sell
-141
Closed -$20.5K – 709
2025
Q1 		$20.5K Hold
141
– – 0.01% 151
2024
Q4 		$19.9K Hold
141
– – 0.01% 150
2024
Q3 		$21K Buy
+141
New +$19.8K 0.01% 138

Other funds holding EXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Dogwood Wealth Management's EXI Position: Q2 2025 in Review

Dogwood Wealth Management sold out of iShares Global Industrials ETF (EXI) in Q2 2025, closing a stake of 141 shares — an estimated $20.5K sold.

Dogwood Wealth Management first reported a position in EXI in Q3 2024 and held it in 3 quarters. The position peaked at $21K in Q3 2024. 104 funds tracked by Wall St. Rank hold EXI as of Q2 2025.

  • Dogwood Wealth Management reported no remaining iShares Global Industrials ETF position as of Q2 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 141 iShares Global Industrials ETF shares in Q2 2025, an estimated $20.5K.
  • Dogwood Wealth Management first reported a position in iShares Global Industrials ETF in Q3 2024 and held it in 3 quarters.
  • Dogwood Wealth Management's iShares Global Industrials ETF position peaked at $21K in Q3 2024.
  • 104 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2025.

Based on Dogwood Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.