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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
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 $5.72T AUM 30.48% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Mount Yale Investment Advisors's EXI Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares Global Industrials ETF (EXI) in Q1 2026: 1,131 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #1054 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in EXI as recently as Q3 2025.

Mount Yale Investment Advisors first reported a position in EXI in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.15M in Q3 2025. 121 funds tracked by Wall St. Rank hold EXI as of Q1 2026.

  • Mount Yale Investment Advisors held 1,131 shares of iShares Global Industrials ETF worth $205K as of Q1 2026.
  • iShares Global Industrials ETF was a new Mount Yale Investment Advisors position in Q1 2026.
  • iShares Global Industrials ETF made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1054 holding.
  • Mount Yale Investment Advisors first reported a position in iShares Global Industrials ETF in Q3 2025 and has held it in 2 quarters since.
  • Mount Yale Investment Advisors's iShares Global Industrials ETF position peaked at $1.15M in Q3 2025.
  • 121 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.