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IHT Wealth Management’s iShares Global Industrials ETF EXI Stock Holding History

IHT Wealth Management’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
-5,139
Closed -$888K – 1209
2025
Q3 		$888K Buy
5,139
+142
+3% +$24K 0.02% 566
2025
Q2 		$826K Buy
+4,997
New +$766K 0.02% 551

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

IHT Wealth Management's EXI Position: Q4 2025 in Review

IHT Wealth Management sold out of iShares Global Industrials ETF (EXI) in Q4 2025, closing a stake of 5,139 shares — an estimated $888K sold.

IHT Wealth Management first reported a position in EXI in Q2 2025 and held it in 2 quarters. The position peaked at $888K in Q3 2025. 110 funds tracked by Wall St. Rank hold EXI as of Q4 2025.

  • IHT Wealth Management reported no remaining iShares Global Industrials ETF position as of Q4 2025 after selling out during the quarter.
  • IHT Wealth Management sold 5,139 iShares Global Industrials ETF shares in Q4 2025, an estimated $888K.
  • IHT Wealth Management first reported a position in iShares Global Industrials ETF in Q2 2025 and held it in 2 quarters.
  • IHT Wealth Management's iShares Global Industrials ETF position peaked at $888K in Q3 2025.
  • 110 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q4 2025.

Based on IHT Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.