Key Financial Inc
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Key Financial Inc’s iShares Global Industrials ETF EXI Stock Holding History

Key Financial Inc’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 		– Sell
-64
Closed -$11.6K – 1378
2026
Q1 		$11.6K Buy
+64
New +$12.1K ﹤0.01% 853

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Morgan Stanley
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PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
HighTower Advisors
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Bank of America
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VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Key Financial Inc's EXI Position: Q2 2026 in Review

Key Financial Inc sold out of iShares Global Industrials ETF (EXI) in Q2 2026, closing a stake of 64 shares — an estimated $11.6K sold.

Key Financial Inc first reported a position in EXI in Q1 2026 and held it in 1 quarter. The position peaked at $11.6K in Q1 2026. 131 funds tracked by Wall St. Rank hold EXI as of Q2 2026.

  • Key Financial Inc reported no remaining iShares Global Industrials ETF position as of Q2 2026 after selling out during the quarter.
  • Key Financial Inc sold 64 iShares Global Industrials ETF shares in Q2 2026, an estimated $11.6K.
  • Key Financial Inc first reported a position in iShares Global Industrials ETF in Q1 2026 and held it in 1 quarter.
  • Key Financial Inc's iShares Global Industrials ETF position peaked at $11.6K in Q1 2026.
  • 131 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.