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

Ehrlich Financial 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
2025
Q4 		– Sell
-1,930
Closed -$333K – 111
2025
Q3 		$333K Sell
1,930
-16
-0.8% -$2.7K 0.2% 83
2025
Q2 		$322K Sell
1,946
-979
-33% -$150K 0.21% 78
2025
Q1 		$425K Sell
2,925
-26
-0.9% -$3.82K 0.31% 64
2024
Q4 		$417K Buy
2,951
+7
+0.2% +$1.03K 0.3% 69
2024
Q3 		$438K Buy
+2,944
New +$413K 0.31% 59

Other funds holding EXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ehrlich Financial Group's EXI Position: Q4 2025 in Review

Ehrlich Financial Group sold out of iShares Global Industrials ETF (EXI) in Q4 2025, closing a stake of 1,930 shares — an estimated $333K sold.

Ehrlich Financial Group first reported a position in EXI in Q3 2024 and held it in 5 quarters. The position peaked at $438K in Q3 2024. 110 funds tracked by Wall St. Rank hold EXI as of Q4 2025.

  • Ehrlich Financial Group reported no remaining iShares Global Industrials ETF position as of Q4 2025 after selling out during the quarter.
  • Ehrlich Financial Group sold 1,930 iShares Global Industrials ETF shares in Q4 2025, an estimated $333K.
  • Ehrlich Financial Group first reported a position in iShares Global Industrials ETF in Q3 2024 and held it in 5 quarters.
  • Ehrlich Financial Group's iShares Global Industrials ETF position peaked at $438K in Q3 2024.
  • 110 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q4 2025.

Based on Ehrlich Financial Group's 13F filing for Q4 2025, filed 6 Jan 2026.