MontVue Capital Management’s iShares Global Industrials ETF EXI Stock Holding History

MontVue Capital Management’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	$211K	Buy	+1,050	New	+$204K	0.12%	76

Other funds holding EXI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

MontVue Capital Management's EXI Position: Q2 2026 in Review

MontVue Capital Management opened a new position in iShares Global Industrials ETF (EXI) in Q2 2026: 1,050 shares worth $211K. The stake represents 0.12% of the portfolio and ranks #76 among its holdings.

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

MontVue Capital Management held 1,050 shares of iShares Global Industrials ETF worth $211K as of Q2 2026.
iShares Global Industrials ETF was a new MontVue Capital Management position in Q2 2026.
iShares Global Industrials ETF made up 0.12% of MontVue Capital Management's portfolio in Q2 2026, its #76 holding.
131 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2026.

Based on MontVue Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.