Janney Montgomery Scott
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Janney Montgomery Scott’s iShares Global Industrials ETF EXI Stock Holding History

Janney Montgomery Scott’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
Q2 		– Sell
-1,622
Closed -$236K – 2739
2025
Q1 		$236K Sell
1,622
-502
-24% -$73.8K ﹤0.01% 2439
2024
Q4 		$300K Sell
2,124
-296
-12% -$43.7K ﹤0.01% 2306
2024
Q3 		$360K Buy
+2,420
New +$339K ﹤0.01% 2181

Other funds holding EXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Janney Montgomery Scott's EXI Position: Q2 2025 in Review

Janney Montgomery Scott sold out of iShares Global Industrials ETF (EXI) in Q2 2025, closing a stake of 1,622 shares — an estimated $236K sold.

Janney Montgomery Scott first reported a position in EXI in Q3 2024 and held it in 3 quarters. The position peaked at $360K in Q3 2024. 104 funds tracked by Wall St. Rank hold EXI as of Q2 2025.

  • Janney Montgomery Scott reported no remaining iShares Global Industrials ETF position as of Q2 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 1,622 iShares Global Industrials ETF shares in Q2 2025, an estimated $236K.
  • Janney Montgomery Scott first reported a position in iShares Global Industrials ETF in Q3 2024 and held it in 3 quarters.
  • Janney Montgomery Scott's iShares Global Industrials ETF position peaked at $360K in Q3 2024.
  • 104 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2025.

Based on Janney Montgomery Scott's 13F filing for Q2 2025, filed 17 Jul 2025.