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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
Q2 		$257K Sell
1,280
-119
-9% -$23.1K 0.04% 295
2026
Q1 		$253K Buy
+1,399
New +$264K 0.05% 258

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
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Holistic Planning's EXI Position: Q2 2026 in Review

Holistic Planning reduced its iShares Global Industrials ETF (EXI) stake by 8.5% in Q2 2026, selling an estimated $23.1K and leaving 1,280 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #295.

Holistic Planning first reported a position in EXI in Q1 2026 and has held it in 2 quarters since. 131 funds tracked by Wall St. Rank hold EXI as of Q2 2026.

  • Holistic Planning held 1,280 shares of iShares Global Industrials ETF worth $257K as of Q2 2026.
  • Holistic Planning sold 119 iShares Global Industrials ETF shares in Q2 2026, an estimated $23.1K.
  • iShares Global Industrials ETF made up 0.04% of Holistic Planning's portfolio in Q2 2026, its #295 holding.
  • Holistic Planning first reported a position in iShares Global Industrials ETF in Q1 2026 and has held it in 2 quarters since.
  • 131 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.