LPL Financial’s iShares Global Industrials ETF EXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.86M | Buy |
21,344
+1,455
| +7% | +$275K | ﹤0.01% | 2868 |
|
|
2025
Q4 | $3.49M | Sell |
19,889
-1,107
| -5% | -$192K | ﹤0.01% | 2866 |
|
|
2025
Q3 | $3.63M | Buy |
20,996
+2,650
| +14% | +$447K | ﹤0.01% | 2765 |
|
|
2025
Q2 | $3.03M | Buy |
18,346
+4,279
| +30% | +$656K | ﹤0.01% | 2738 |
|
|
2025
Q1 | $2.05M | Buy |
14,067
+91
| +0.7% | +$13.4K | ﹤0.01% | 2930 |
|
|
2024
Q4 | $1.97M | Buy |
13,976
+415
| +3% | +$61.3K | ﹤0.01% | 2872 |
|
|
2024
Q3 | $2.02M | Buy |
13,561
+993
| +8% | +$139K | ﹤0.01% | 2734 |
|
|
2024
Q2 | $1.7M | Buy |
12,568
+2,659
| +27% | +$365K | ﹤0.01% | 2754 |
|
|
2024
Q1 | $1.38M | Sell |
9,909
-32
| -0.3% | -$4.2K | ﹤0.01% | 2900 |
|
|
2023
Q4 | $1.27M | Buy |
9,941
+448
| +5% | +$52.3K | ﹤0.01% | 2842 |
|
|
2023
Q3 | $1.07M | Buy |
9,493
+2,084
| +28% | +$248K | ﹤0.01% | 2831 |
|
|
2023
Q2 | $891K | Buy |
7,409
+413
| +6% | +$47.5K | ﹤0.01% | 2936 |
|
|
2023
Q1 | $799K | Buy |
6,996
+282
| +4% | +$31.5K | ﹤0.01% | 2931 |
|
|
2022
Q4 | $715K | Sell |
6,714
-736
| -10% | -$75.8K | ﹤0.01% | 2927 |
|
|
2022
Q3 | $670K | Sell |
7,450
-7,586
| -50% | -$760K | ﹤0.01% | 2875 |
|
|
2022
Q2 | $1.45M | Buy |
15,036
+5,129
| +52% | +$539K | ﹤0.01% | 2273 |
|
|
2022
Q1 | $1.15M | Buy |
9,907
+2,502
| +34% | +$291K | ﹤0.01% | 2488 |
|
|
2021
Q4 | $914K | Buy |
7,405
+1,043
| +16% | +$127K | ﹤0.01% | 2737 |
|
|
2021
Q3 | $747K | Buy |
6,362
+243
| +4% | +$29.5K | ﹤0.01% | 2849 |
|
|
2021
Q2 | $731K | Buy |
6,119
+522
| +9% | +$62.8K | ﹤0.01% | 2832 |
|
|
2021
Q1 | $649K | Sell |
5,597
-946
| -14% | -$104K | ﹤0.01% | 2798 |
|
|
2020
Q4 | $698K | Buy |
6,543
+673
| +11% | +$68K | ﹤0.01% | 2470 |
|
|
2020
Q3 | $547K | Sell |
5,870
-130
| -2% | -$11.8K | ﹤0.01% | 2386 |
|
|
2020
Q2 | $500K | Sell |
6,000
-2,334
| -28% | -$183K | ﹤0.01% | 2384 |
|
|
2020
Q1 | $592K | Buy |
8,334
+713
| +9% | +$63.6K | ﹤0.01% | 1991 |
|
|
2019
Q4 | $741K | Buy |
7,621
+1,726
| +29% | +$164K | ﹤0.01% | 2057 |
|
|
2019
Q3 | $538K | Buy |
5,895
+1,368
| +30% | +$123K | ﹤0.01% | 2205 |
|
|
2019
Q2 | $415K | Sell |
4,527
-66
| -1% | -$5.96K | ﹤0.01% | 2422 |
|
|
2019
Q1 | $409K | Sell |
4,593
-1,585
| -26% | -$136K | ﹤0.01% | 2383 |
|
|
2018
Q4 | $481K | Buy |
6,178
+628
| +11% | +$53K | ﹤0.01% | 2068 |
|
|
2018
Q3 | $520K | Sell |
5,550
-4,677
| -46% | -$427K | ﹤0.01% | 2201 |
|
|
2018
Q2 | $899K | Sell |
10,227
-70
| -0.7% | -$6.4K | ﹤0.01% | 1695 |
|
|
2018
Q1 | $941K | Buy |
10,297
+4,914
| +91% | +$463K | ﹤0.01% | 1651 |
|
|
2017
Q4 | $500K | Buy |
5,383
+505
| +10% | +$45.7K | ﹤0.01% | 2072 |
|
|
2017
Q3 | $434K | Sell |
4,878
-40
| -0.8% | -$3.43K | ﹤0.01% | 2056 |
|
|
2017
Q2 | $416K | Buy |
4,918
+1,753
| +55% | +$146K | ﹤0.01% | 2016 |
|
|
2017
Q1 | $254K | Buy |
3,165
+250
| +9% | +$19.7K | ﹤0.01% | 2325 |
|
|
2016
Q4 | $221K | Buy |
+2,915
| New | +$217K | ﹤0.01% | 2406 |
|
|
2016
Q3 | – | Sell |
-3,300
| Closed | -$227K | – | 2670 |
|
|
2016
Q2 | $227K | Sell |
3,300
-4,908
| -60% | -$345K | ﹤0.01% | 2296 |
|
|
2016
Q1 | $563K | Sell |
8,208
-114
| -1% | -$7.48K | ﹤0.01% | 2083 |
|
|
2015
Q4 | $555K | Buy |
8,322
+1,560
| +23% | +$107K | ﹤0.01% | 2124 |
|
|
2015
Q3 | $452K | Sell |
6,762
-5,389
| -44% | -$367K | ﹤0.01% | 1870 |
|
|
2015
Q2 | $845K | Sell |
12,151
-2,281
| -16% | -$167K | ﹤0.01% | 1495 |
|
|
2015
Q1 | $1.04M | Buy |
14,432
+1
| +0% | +$71 | 0.01% | 1329 |
|
|
2014
Q4 | $1.02M | Sell |
14,431
-25,732
| -64% | -$1.81M | 0.01% | 1291 |
|
|
2014
Q3 | $2.76M | Buy |
40,163
+21,526
| +116% | +$1.54M | 0.02% | 703 |
|
|
2014
Q2 | $1.36M | Sell |
18,637
-150
| -0.8% | -$10.8K | 0.01% | 1123 |
|
|
2014
Q1 | $1.34M | Buy |
18,787
+2,443
| +15% | +$171K | 0.01% | 1077 |
|
|
2013
Q4 | $1.17M | Buy |
16,344
+1,173
| +8% | +$79.9K | 0.01% | 1142 |
|
|
2013
Q3 | $1.01M | Sell |
15,171
-4,927
| -25% | -$310K | 0.01% | 1180 |
|
|
2013
Q2 | $1.18M | Buy |
+20,098
| New | +$1.21M | 0.01% | 1019 |
|
Other funds holding EXI
PF
PCH
FDCDDQ
LPL Financial's EXI Position: Q1 2026 in Review
LPL Financial increased its iShares Global Industrials ETF (EXI) stake by 7.3% in Q1 2026, buying an estimated $275K and bringing the position to 21,344 shares worth $3.86M. The position accounts for ﹤0.01% of the portfolio, ranked #2868.
LPL Financial first reported a position in EXI in Q2 2013 and has held it in 51 quarters since. 121 funds tracked by Wall St. Rank hold EXI as of Q1 2026.
- LPL Financial held 21,344 shares of iShares Global Industrials ETF worth $3.86M as of Q1 2026.
- LPL Financial bought 1,455 iShares Global Industrials ETF shares in Q1 2026, an estimated $275K.
- iShares Global Industrials ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2868 holding.
- LPL Financial first reported a position in iShares Global Industrials ETF in Q2 2013 and has held it in 51 quarters since.
- 121 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.