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Mount Yale Investment Advisors’s iShares Global Industrials ETF EXI Stock Holding History

Mount Yale Investment Advisors’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 		$227K Hold
1,131
– – ﹤0.01% 1099
2026
Q1 		$205K Buy
+1,131
New +$213K ﹤0.01% 1054
2025
Q4 		– Sell
-6,663
Closed -$1.15M – 748
2025
Q3 		$1.15M Buy
+6,663
New +$1.12M 0.08% 255

Other funds holding EXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Morgan Stanley
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Mount Yale Investment Advisors's EXI Position: Q2 2026 in Review

Mount Yale Investment Advisors held its iShares Global Industrials ETF (EXI) position steady in Q2 2026 at 1,131 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Mount Yale Investment Advisors first reported a position in EXI in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.15M in Q3 2025. 131 funds tracked by Wall St. Rank hold EXI as of Q2 2026.

  • Mount Yale Investment Advisors held 1,131 shares of iShares Global Industrials ETF worth $227K as of Q2 2026.
  • Mount Yale Investment Advisors left its iShares Global Industrials ETF share count unchanged in Q2 2026.
  • iShares Global Industrials ETF made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1099 holding.
  • Mount Yale Investment Advisors first reported a position in iShares Global Industrials ETF in Q3 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's iShares Global Industrials ETF position peaked at $1.15M in Q3 2025.
  • 131 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.