Howe & Rusling’s iShares Global Industrials ETF EXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-30
| Closed | -$5.26K | – | 487 |
|
|
2025
Q4 | $5.26K | Buy |
+30
| New | +$5.2K | ﹤0.01% | 443 |
|
|
2023
Q1 | – | Sell |
-55
| Closed | -$5.86K | – | 314 |
|
|
2022
Q4 | $5.86K | Hold |
55
| – | – | ﹤0.01% | 292 |
|
|
2022
Q3 | $5K | Hold |
55
| – | – | ﹤0.01% | 659 |
|
|
2022
Q2 | $5K | Hold |
55
| – | – | ﹤0.01% | 644 |
|
|
2022
Q1 | $6K | Hold |
55
| – | – | ﹤0.01% | 607 |
|
|
2021
Q4 | $7K | Hold |
55
| – | – | ﹤0.01% | 594 |
|
|
2021
Q3 | $6K | Hold |
55
| – | – | ﹤0.01% | 589 |
|
|
2021
Q2 | $7K | Hold |
55
| – | – | ﹤0.01% | 542 |
|
|
2021
Q1 | $6K | Hold |
55
| – | – | ﹤0.01% | 572 |
|
|
2020
Q4 | $6K | Hold |
55
| – | – | ﹤0.01% | 569 |
|
|
2020
Q3 | $5K | Hold |
55
| – | – | ﹤0.01% | 540 |
|
|
2020
Q2 | $5K | Hold |
55
| – | – | ﹤0.01% | 530 |
|
|
2020
Q1 | $4K | Hold |
55
| – | – | ﹤0.01% | 531 |
|
|
2019
Q4 | $5K | Hold |
55
| – | – | ﹤0.01% | 549 |
|
|
2019
Q3 | $5K | Hold |
55
| – | – | ﹤0.01% | 550 |
|
|
2019
Q2 | $5K | Hold |
55
| – | – | ﹤0.01% | 527 |
|
|
2019
Q1 | $5K | Hold |
55
| – | – | ﹤0.01% | 535 |
|
|
2018
Q4 | $4K | Hold |
55
| – | – | ﹤0.01% | 564 |
|
|
2018
Q3 | $5K | Hold |
55
| – | – | ﹤0.01% | 601 |
|
|
2018
Q2 | $5K | Hold |
55
| – | – | ﹤0.01% | 547 |
|
|
2018
Q1 | $5K | Hold |
55
| – | – | ﹤0.01% | 605 |
|
|
2017
Q4 | $5K | Hold |
55
| – | – | ﹤0.01% | 552 |
|
|
2017
Q3 | $5K | Hold |
55
| – | – | ﹤0.01% | 574 |
|
|
2017
Q2 | $5K | Hold |
55
| – | – | ﹤0.01% | 625 |
|
|
2017
Q1 | $4K | Hold |
55
| – | – | ﹤0.01% | 704 |
|
|
2016
Q4 | $4K | Hold |
55
| – | – | ﹤0.01% | 713 |
|
|
2016
Q3 | $4K | Hold |
55
| – | – | ﹤0.01% | 706 |
|
|
2016
Q2 | $4K | Hold |
55
| – | – | ﹤0.01% | 672 |
|
|
2016
Q1 | $4K | Hold |
55
| – | – | ﹤0.01% | 705 |
|
|
2015
Q4 | $4K | Hold |
55
| – | – | ﹤0.01% | 665 |
|
|
2015
Q3 | $4K | Hold |
55
| – | – | ﹤0.01% | 665 |
|
|
2015
Q2 | $4K | Hold |
55
| – | – | ﹤0.01% | 696 |
|
|
2015
Q1 | $4K | Hold |
55
| – | – | ﹤0.01% | 643 |
|
|
2014
Q4 | $4K | Hold |
55
| – | – | ﹤0.01% | 645 |
|
|
2014
Q3 | $4K | Hold |
55
| – | – | ﹤0.01% | 638 |
|
|
2014
Q2 | $4K | Buy |
+55
| New | +$3.98K | ﹤0.01% | 637 |
|
|
2014
Q1 | – | Sell |
-55
| Closed | -$4K | – | 864 |
|
|
2013
Q4 | $4K | Hold |
55
| – | – | ﹤0.01% | 628 |
|
|
2013
Q3 | $4K | Hold |
55
| – | – | ﹤0.01% | 721 |
|
|
2013
Q2 | $3K | Buy |
+55
| New | +$3.31K | ﹤0.01% | 768 |
|
Other funds holding EXI
PF
PCH
FDCDDQ
Howe & Rusling's EXI Position: Q1 2026 in Review
Howe & Rusling sold out of iShares Global Industrials ETF (EXI) in Q1 2026, closing a stake of 30 shares — an estimated $5.26K sold.
Howe & Rusling first reported a position in EXI in Q2 2013 and held it in 39 quarters. The position peaked at $7K in Q4 2021. 123 funds tracked by Wall St. Rank hold EXI as of Q1 2026.
- Howe & Rusling reported no remaining iShares Global Industrials ETF position as of Q1 2026 after selling out during the quarter.
- Howe & Rusling sold 30 iShares Global Industrials ETF shares in Q1 2026, an estimated $5.26K.
- Howe & Rusling first reported a position in iShares Global Industrials ETF in Q2 2013 and held it in 39 quarters.
- Howe & Rusling's iShares Global Industrials ETF position peaked at $7K in Q4 2021.
- 123 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2026.
Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.