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Financial Services Advisory’s iShares Global Industrials ETF EXI Stock Holding History

Financial Services Advisory’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
Q3 		– Sell
-4,805
Closed -$795K – 67
2025
Q2 		$795K Buy
+4,805
New +$736K 0.38% 33

Other funds holding EXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PF
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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Financial Services Advisory's EXI Position: Q3 2025 in Review

Financial Services Advisory sold out of iShares Global Industrials ETF (EXI) in Q3 2025, closing a stake of 4,805 shares — an estimated $795K sold.

Financial Services Advisory first reported a position in EXI in Q2 2025 and held it in 1 quarter. The position peaked at $795K in Q2 2025. 107 funds tracked by Wall St. Rank hold EXI as of Q3 2025.

  • Financial Services Advisory reported no remaining iShares Global Industrials ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Services Advisory sold 4,805 iShares Global Industrials ETF shares in Q3 2025, an estimated $795K.
  • Financial Services Advisory first reported a position in iShares Global Industrials ETF in Q2 2025 and held it in 1 quarter.
  • Financial Services Advisory's iShares Global Industrials ETF position peaked at $795K in Q2 2025.
  • 107 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q3 2025.

Based on Financial Services Advisory's 13F filing for Q3 2025, filed 4 Nov 2025.