Financial Management Professionals
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Financial Management Professionals’s iShares Global Industrials ETF EXI Stock Holding History

Financial Management Professionals’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
-13,426
Closed -$2.32M – 990
2025
Q3 		$2.32M Sell
13,426
-709
-5% -$120K 0.24% 38
2025
Q2 		$2.34M Buy
+14,135
New +$2.17M 0.26% 37

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
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Cambria Investment Management
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Financial Management Professionals's EXI Position: Q4 2025 in Review

Financial Management Professionals sold out of iShares Global Industrials ETF (EXI) in Q4 2025, closing a stake of 13,426 shares — an estimated $2.32M sold.

Financial Management Professionals first reported a position in EXI in Q2 2025 and held it in 2 quarters. The position peaked at $2.34M in Q2 2025. 111 funds tracked by Wall St. Rank hold EXI as of Q4 2025.

  • Financial Management Professionals reported no remaining iShares Global Industrials ETF position as of Q4 2025 after selling out during the quarter.
  • Financial Management Professionals sold 13,426 iShares Global Industrials ETF shares in Q4 2025, an estimated $2.32M.
  • Financial Management Professionals first reported a position in iShares Global Industrials ETF in Q2 2025 and held it in 2 quarters.
  • Financial Management Professionals's iShares Global Industrials ETF position peaked at $2.34M in Q2 2025.
  • 111 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q4 2025.

Based on Financial Management Professionals's 13F filing for Q4 2025, filed 27 Jan 2026.