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Newbridge Financial Services Group’s iShares Global Industrials ETF EXI Stock Holding History

Newbridge Financial Services Group’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 		$10K Hold
50
– – ﹤0.01% 852
2026
Q1 		$9.05K Hold
50
– – ﹤0.01% 810
2025
Q4 		$8.77K Hold
50
– – ﹤0.01% 803
2025
Q3 		$8.64K Hold
50
– – ﹤0.01% 929
2025
Q2 		$8.27K Sell
50
-36
-42% -$5.52K ﹤0.01% 933
2025
Q1 		$12.5K Hold
86
– – ﹤0.01% 639
2024
Q4 		$12.1K Buy
+86
New +$12.7K ﹤0.01% 697

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

Newbridge Financial Services Group's EXI Position: Q2 2026 in Review

Newbridge Financial Services Group held its iShares Global Industrials ETF (EXI) position steady in Q2 2026 at 50 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Newbridge Financial Services Group first reported a position in EXI in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.5K in Q1 2025. 131 funds tracked by Wall St. Rank hold EXI as of Q2 2026.

  • Newbridge Financial Services Group held 50 shares of iShares Global Industrials ETF worth $10K as of Q2 2026.
  • Newbridge Financial Services Group left its iShares Global Industrials ETF share count unchanged in Q2 2026.
  • iShares Global Industrials ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #852 holding.
  • Newbridge Financial Services Group first reported a position in iShares Global Industrials ETF in Q4 2024 and has held it in 7 quarters since.
  • Newbridge Financial Services Group's iShares Global Industrials ETF position peaked at $12.5K in Q1 2025.
  • 131 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.