Fulcrum Wealth Advisors’s iShares Global Industrials ETF EXI Stock Holding History

Fulcrum Wealth Advisors’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 Q2	$430K	Buy	+2,147	New	+$417K	0.33%	50

Other funds holding EXI

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

Intesa Sanpaolo Wealth Management Ville De Luxembourg $500M AUM

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Fulcrum Wealth Advisors's EXI Position: Q2 2026 in Review

Fulcrum Wealth Advisors opened a new position in iShares Global Industrials ETF (EXI) in Q2 2026: 2,147 shares worth $430K. The stake represents 0.33% of the portfolio and ranks #50 among its holdings.

28 funds tracked by Wall St. Rank hold EXI as of Q2 2026.

Fulcrum Wealth Advisors held 2,147 shares of iShares Global Industrials ETF worth $430K as of Q2 2026.
iShares Global Industrials ETF was a new Fulcrum Wealth Advisors position in Q2 2026.
iShares Global Industrials ETF made up 0.33% of Fulcrum Wealth Advisors's portfolio in Q2 2026, its #50 holding.
28 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.