Holistic Planning’s iShares Global Industrials ETF EXI Stock Holding History

Holistic Planning’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	$253K	Buy	+1,399	New	+$264K	0.05%	258

Other funds holding EXI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Holistic Planning's EXI Position: Q1 2026 in Review

Holistic Planning opened a new position in iShares Global Industrials ETF (EXI) in Q1 2026: 1,399 shares worth $253K. The stake represents 0.05% of the portfolio and ranks #258 among its holdings.

121 funds tracked by Wall St. Rank hold EXI as of Q1 2026.

Holistic Planning held 1,399 shares of iShares Global Industrials ETF worth $253K as of Q1 2026.
iShares Global Industrials ETF was a new Holistic Planning position in Q1 2026.
iShares Global Industrials ETF made up 0.05% of Holistic Planning's portfolio in Q1 2026, its #258 holding.
121 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.