IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-170
| Closed | -$28.1K | – | 4867 |
|
|
2025
Q2 | $28.1K | Buy |
+170
| New | +$26.1K | ﹤0.01% | 2360 |
|
|
2024
Q1 | – | Sell |
-304
| Closed | -$38.7K | – | 3155 |
|
|
2023
Q4 | $38.7K | Sell |
304
-25
| -8% | -$2.92K | ﹤0.01% | 1643 |
|
|
2023
Q3 | $37.1K | Hold |
329
| – | – | ﹤0.01% | 1679 |
|
|
2023
Q2 | $39.5K | Hold |
329
| – | – | ﹤0.01% | 1711 |
|
|
2023
Q1 | $30.4K | Hold |
329
| – | – | ﹤0.01% | 1823 |
|
|
2022
Q4 | $30K | Sell |
329
-156
| -32% | -$16.1K | ﹤0.01% | 2585 |
|
|
2022
Q3 | $44K | Hold |
485
| – | – | ﹤0.01% | 2458 |
|
|
2022
Q2 | $44K | Hold |
485
| – | – | ﹤0.01% | 2250 |
|
|
2022
Q1 | $44K | Hold |
485
| – | – | ﹤0.01% | 2250 |
|
|
2021
Q4 | $59K | Hold |
485
| – | – | ﹤0.01% | 1491 |
|
|
2021
Q3 | $57K | Hold |
485
| – | – | ﹤0.01% | 1530 |
|
|
2021
Q2 | $58K | Hold |
485
| – | – | ﹤0.01% | 1458 |
|
|
2021
Q1 | $56K | Hold |
485
| – | – | ﹤0.01% | 1422 |
|
|
2020
Q4 | $52K | Sell |
485
-159
| -25% | -$16.1K | ﹤0.01% | 1421 |
|
|
2020
Q3 | $59K | Hold |
644
| – | – | ﹤0.01% | 1226 |
|
|
2020
Q2 | $53K | Buy |
644
+1
| +0.2% | +$78 | ﹤0.01% | 1192 |
|
|
2020
Q1 | $47K | Buy |
643
+160
| +33% | +$14.3K | ﹤0.01% | 1144 |
|
|
2019
Q4 | $47K | Buy |
483
+1
| +0.2% | +$95 | ﹤0.01% | 1278 |
|
|
2019
Q3 | $44K | Buy |
+482
| New | +$43.4K | ﹤0.01% | 1425 |
|
|
2019
Q1 | – | Sell |
-816
| Closed | -$63K | – | 2670 |
|
|
2018
Q4 | $63K | Buy |
816
+1
| +0.1% | +$84 | ﹤0.01% | 1465 |
|
|
2018
Q3 | $76K | Sell |
815
-134
| -14% | -$12.2K | ﹤0.01% | 1648 |
|
|
2018
Q2 | $83K | Buy |
949
+100
| +12% | +$9.15K | ﹤0.01% | 1589 |
|
|
2018
Q1 | $79K | Hold |
849
| – | – | ﹤0.01% | 1523 |
|
|
2017
Q4 | $79K | Hold |
849
| – | – | ﹤0.01% | 1536 |
|
|
2017
Q3 | $75K | Buy |
849
+40
| +5% | +$3.43K | ﹤0.01% | 1723 |
|
|
2017
Q2 | $68K | Hold |
809
| – | – | ﹤0.01% | 1764 |
|
|
2017
Q1 | $65K | Buy |
809
+200
| +33% | +$15.7K | ﹤0.01% | 1765 |
|
|
2016
Q4 | $46K | Buy |
609
+309
| +103% | +$22.9K | ﹤0.01% | 1932 |
|
|
2016
Q3 | $22K | Hold |
300
| – | – | ﹤0.01% | 2335 |
|
|
2016
Q2 | $21K | Buy |
+300
| New | +$21.1K | ﹤0.01% | 2310 |
|
Other funds holding EXI
RBA
PF
PCH
WBG
IFP Advisors's EXI Position: Q3 2025 in Review
IFP Advisors sold out of iShares Global Industrials ETF (EXI) in Q3 2025, closing a stake of 170 shares — an estimated $28.1K sold.
IFP Advisors first reported a position in EXI in Q2 2016 and held it in 30 quarters. The position peaked at $83K in Q2 2018. 107 funds tracked by Wall St. Rank hold EXI as of Q3 2025.
- IFP Advisors reported no remaining iShares Global Industrials ETF position as of Q3 2025 after selling out during the quarter.
- IFP Advisors sold 170 iShares Global Industrials ETF shares in Q3 2025, an estimated $28.1K.
- IFP Advisors first reported a position in iShares Global Industrials ETF in Q2 2016 and held it in 30 quarters.
- IFP Advisors's iShares Global Industrials ETF position peaked at $83K in Q2 2018.
- 107 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q3 2025.
Based on IFP Advisors's 13F filing for Q3 2025, filed 2 Dec 2025.