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NewEdge Advisors’s iShares Global Industrials ETF EXI Stock Holding History

NewEdge 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 		$12.1K Sell
67
-1,212
-95% -$229K ﹤0.01% 3352
2025
Q4 		$224K Sell
1,279
-675
-35% -$117K ﹤0.01% 2513
2025
Q3 		$338K Sell
1,954
-149
-7% -$25.2K ﹤0.01% 2090
2025
Q2 		$348K Buy
2,103
+1,852
+738% +$284K ﹤0.01% 1929
2025
Q1 		$36.5K Hold
251
– – ﹤0.01% 2660
2024
Q4 		$35.4K Buy
251
+67
+36% +$9.89K ﹤0.01% 2640
2024
Q3 		$27.4K Hold
184
– – ﹤0.01% 2627
2024
Q2 		$24.9K Buy
+184
New +$25.3K ﹤0.01% 2563
2023
Q1 		– Sell
-522
Closed -$55.6K – 3648
2022
Q4 		$55.6K Buy
+522
New +$53.8K ﹤0.01% 1675

Other funds holding EXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $94.2B AUM 21.24% 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