EH
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Equitable Holdings’s iShares Global Industrials ETF EXI Stock Holding History

Equitable Holdings’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
Q1 		$885K Buy
5,046
+939
+23% +$177K 0.01% 1020
2025
Q4 		$720K Buy
4,107
+192
+5% +$33.3K ﹤0.01% 976
2025
Q3 		$676K Buy
3,915
+175
+5% +$29.5K 0.01% 978
2025
Q2 		$619K Buy
3,740
+191
+5% +$29.3K 0.01% 944
2025
Q1 		$516K Sell
3,549
-67
-2% -$9.85K ﹤0.01% 907
2024
Q4 		$511K Sell
3,616
-169
-4% -$25K ﹤0.01% 864
2024
Q3 		$563K Buy
3,785
+162
+4% +$22.7K 0.01% 828
2024
Q2 		$489K Buy
3,623
+2
+0.1% +$275 0.01% 841
2024
Q1 		$506K Hold
3,621
– – 0.01% 798
2023
Q4 		$461K Sell
3,621
-58
-2% -$6.77K 0.01% 799
2023
Q3 		$416K Buy
3,679
+259
+8% +$30.8K 0.01% 778
2023
Q2 		$411K Hold
3,420
– – 0.01% 758
2023
Q1 		$390K Sell
3,420
-1,500
-30% -$167K 0.01% 722
2022
Q4 		$524K Hold
4,920
– – 0.01% 602
2022
Q3 		$443K Hold
4,920
– – 0.01% 587
2022
Q2 		$473K Hold
4,920
– – 0.01% 575
2022
Q1 		$571K Sell
4,920
-213
-4% -$24.7K 0.01% 542
2021
Q4 		$634K Buy
5,133
+1
+0% +$122 0.01% 512
2021
Q3 		$603K Buy
5,132
+712
+16% +$86.5K 0.01% 515
2021
Q2 		$528K Hold
4,420
– – 0.01% 528
2021
Q1 		$512K Hold
4,420
– – 0.01% 504
2020
Q4 		$472K Buy
+4,420
New +$446K 0.01% 466

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Equitable Holdings's EXI Position: Q1 2026 in Review

Equitable Holdings increased its iShares Global Industrials ETF (EXI) stake by 23% in Q1 2026, buying an estimated $177K and bringing the position to 5,046 shares worth $885K. The position accounts for 0.01% of the portfolio, ranked #1020.

Equitable Holdings first reported a position in EXI in Q4 2020 and has held it in 22 quarters since. 121 funds tracked by Wall St. Rank hold EXI as of Q1 2026.

  • Equitable Holdings held 5,046 shares of iShares Global Industrials ETF worth $885K as of Q1 2026.
  • Equitable Holdings bought 939 iShares Global Industrials ETF shares in Q1 2026, an estimated $177K.
  • iShares Global Industrials ETF made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #1020 holding.
  • Equitable Holdings first reported a position in iShares Global Industrials ETF in Q4 2020 and has held it in 22 quarters since.
  • 121 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.