Integrated Wealth Concepts’s iShares Global Industrials ETF EXI Stock Holding History

Integrated Wealth Concepts’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	$57.9K	Buy	+289	New	+$56.1K	﹤0.01%	3248

Other funds holding EXI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Integrated Wealth Concepts's EXI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in iShares Global Industrials ETF (EXI) in Q2 2026: 289 shares worth $57.9K. The stake represents ﹤0.01% of the portfolio and ranks #3248 among its holdings.

131 funds tracked by Wall St. Rank hold EXI as of Q2 2026.

Integrated Wealth Concepts held 289 shares of iShares Global Industrials ETF worth $57.9K as of Q2 2026.
iShares Global Industrials ETF was a new Integrated Wealth Concepts position in Q2 2026.
iShares Global Industrials ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3248 holding.
131 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.