Napa Wealth Management’s iShares Global Industrials ETF EXI Stock Holding History

Napa Wealth 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
2025 Q3	$1.06M	Buy	+6,135	New	+$1.04M	0.5%	50

Other funds holding EXI

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Napa Wealth Management's EXI Position: Q3 2025 in Review

Napa Wealth Management opened a new position in iShares Global Industrials ETF (EXI) in Q3 2025: 6,135 shares worth $1.06M. The stake represents 0.5% of the portfolio and ranks #50 among its holdings.

107 funds tracked by Wall St. Rank hold EXI as of Q3 2025.

Napa Wealth Management held 6,135 shares of iShares Global Industrials ETF worth $1.06M as of Q3 2025.
iShares Global Industrials ETF was a new Napa Wealth Management position in Q3 2025.
iShares Global Industrials ETF made up 0.5% of Napa Wealth Management's portfolio in Q3 2025, its #50 holding.
107 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.