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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 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.

131 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.
131 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.