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Essential Partners’s iShares Global Industrials ETF EXI Stock Holding History

Essential Partners’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 		– Sell
-9
Closed -$1.58K – 2888
2025
Q4 		$1.58K Buy
+9
New +$1.56K ﹤0.01% 1876

Other funds holding EXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Essential Partners's EXI Position: Q1 2026 in Review

Essential Partners sold out of iShares Global Industrials ETF (EXI) in Q1 2026, closing a stake of 9 shares — an estimated $1.58K sold.

Essential Partners first reported a position in EXI in Q4 2025 and held it in 1 quarter. The position peaked at $1.58K in Q4 2025. 123 funds tracked by Wall St. Rank hold EXI as of Q1 2026.

  • Essential Partners reported no remaining iShares Global Industrials ETF position as of Q1 2026 after selling out during the quarter.
  • Essential Partners sold 9 iShares Global Industrials ETF shares in Q1 2026, an estimated $1.58K.
  • Essential Partners first reported a position in iShares Global Industrials ETF in Q4 2025 and held it in 1 quarter.
  • Essential Partners's iShares Global Industrials ETF position peaked at $1.58K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.