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Kestra Advisory Services’s iShares Global Industrials ETF EXI Stock Holding History

Kestra Advisory Services’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 		– Sell
-238
Closed -$41.8K – 3522
2025
Q4 		$41.8K Buy
+238
New +$41.2K ﹤0.01% 4059
2024
Q2 		– Sell
-1,458
Closed -$204K – 2636
2024
Q1 		$204K Buy
+1,458
New +$191K ﹤0.01% 2269

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

Kestra Advisory Services's EXI Position: Q1 2026 in Review

Kestra Advisory Services sold out of iShares Global Industrials ETF (EXI) in Q1 2026, closing a stake of 238 shares — an estimated $41.8K sold.

Kestra Advisory Services first reported a position in EXI in Q1 2024 and held it in 2 quarters. The position peaked at $204K in Q1 2024. 121 funds tracked by Wall St. Rank hold EXI as of Q1 2026.

  • Kestra Advisory Services reported no remaining iShares Global Industrials ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 238 iShares Global Industrials ETF shares in Q1 2026, an estimated $41.8K.
  • Kestra Advisory Services first reported a position in iShares Global Industrials ETF in Q1 2024 and held it in 2 quarters.
  • Kestra Advisory Services's iShares Global Industrials ETF position peaked at $204K in Q1 2024.
  • 121 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.