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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
Q2 		$13.4K Hold
67
– – ﹤0.01% 3469
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 $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

NewEdge Advisors's EXI Position: Q2 2026 in Review

NewEdge Advisors held its iShares Global Industrials ETF (EXI) position steady in Q2 2026 at 67 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3469.

NewEdge Advisors first reported a position in EXI in Q4 2022 and has held it in 10 quarters since. The position peaked at $348K in Q2 2025. 131 funds tracked by Wall St. Rank hold EXI as of Q2 2026.

  • NewEdge Advisors held 67 shares of iShares Global Industrials ETF worth $13.4K as of Q2 2026.
  • NewEdge Advisors left its iShares Global Industrials ETF share count unchanged in Q2 2026.
  • iShares Global Industrials ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3469 holding.
  • NewEdge Advisors first reported a position in iShares Global Industrials ETF in Q4 2022 and has held it in 10 quarters since.
  • NewEdge Advisors's iShares Global Industrials ETF position peaked at $348K in Q2 2025.
  • 131 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2026.

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