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

Hopwood Financial Services’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
Q4 		– Sell
-325
Closed -$56.1K – 148
2025
Q3 		$56.1K Hold
325
– – 0.04% 147
2025
Q2 		$53.7K Hold
325
– – 0.04% 147
2025
Q1 		$47.2K Hold
325
– – 0.04% 158
2024
Q4 		$45.9K Buy
+325
New +$48K 0.03% 158

Other funds holding EXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Hopwood Financial Services's EXI Position: Q4 2025 in Review

Hopwood Financial Services sold out of iShares Global Industrials ETF (EXI) in Q4 2025, closing a stake of 325 shares — an estimated $56.1K sold.

Hopwood Financial Services first reported a position in EXI in Q4 2024 and held it in 4 quarters. The position peaked at $56.1K in Q3 2025. 110 funds tracked by Wall St. Rank hold EXI as of Q4 2025.

  • Hopwood Financial Services reported no remaining iShares Global Industrials ETF position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 325 iShares Global Industrials ETF shares in Q4 2025, an estimated $56.1K.
  • Hopwood Financial Services first reported a position in iShares Global Industrials ETF in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's iShares Global Industrials ETF position peaked at $56.1K in Q3 2025.
  • 110 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.