Jones Financial Companies
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Jones Financial Companies’s iShares Global Industrials ETF EXI Stock Holding History

Jones Financial Companies’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
Q1 		$810K Buy
4,575
+612
+15% +$115K ﹤0.01% 1812
2025
Q4 		$695K Buy
3,963
+601
+18% +$104K ﹤0.01% 1378
2025
Q3 		$576K Buy
3,362
+876
+35% +$148K ﹤0.01% 1336
2025
Q2 		$410K Buy
2,486
+1,294
+109% +$198K ﹤0.01% 1350
2025
Q1 		$174K Buy
1,192
+174
+17% +$25.6K ﹤0.01% 1547
2024
Q4 		$144K Buy
1,018
+461
+83% +$68.1K ﹤0.01% 1490
2024
Q3 		$82.7K Buy
557
+227
+69% +$31.8K ﹤0.01% 1462
2024
Q2 		$44.6K Buy
330
+213
+182% +$29.2K ﹤0.01% 1289
2024
Q1 		$16.4K Buy
+117
New +$15.4K ﹤0.01% 945

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Jones Financial Companies's EXI Position: Q1 2026 in Review

Jones Financial Companies increased its iShares Global Industrials ETF (EXI) stake by 15% in Q1 2026, buying an estimated $115K and bringing the position to 4,575 shares worth $810K. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

Jones Financial Companies first reported a position in EXI in Q1 2024 and has held it in 9 quarters since. 121 funds tracked by Wall St. Rank hold EXI as of Q1 2026.

  • Jones Financial Companies held 4,575 shares of iShares Global Industrials ETF worth $810K as of Q1 2026.
  • Jones Financial Companies bought 612 iShares Global Industrials ETF shares in Q1 2026, an estimated $115K.
  • iShares Global Industrials ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1812 holding.
  • Jones Financial Companies first reported a position in iShares Global Industrials ETF in Q1 2024 and has held it in 9 quarters since.
  • 121 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.