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LRI Investments’s iShares Global Industrials ETF EXI Stock Holding History

LRI Investments’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 		$30.1K Buy
+150
New +$29.1K ﹤0.01% 663

Other funds holding EXI

PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

LRI Investments's EXI Position: Q2 2026 in Review

LRI Investments opened a new position in iShares Global Industrials ETF (EXI) in Q2 2026: 150 shares worth $30.1K. The stake represents ﹤0.01% of the portfolio and ranks #663 among its holdings.

10 funds tracked by Wall St. Rank hold EXI as of Q2 2026.

  • LRI Investments held 150 shares of iShares Global Industrials ETF worth $30.1K as of Q2 2026.
  • iShares Global Industrials ETF was a new LRI Investments position in Q2 2026.
  • iShares Global Industrials ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #663 holding.
  • 10 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.