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Patriot Investment Management Group’s iShares Global Industrials ETF EXI Stock Holding History

Patriot Investment Management 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 		$1.13M Buy
5,652
+2
+0% +$388 0.07% 114
2026
Q1 		$1.02M Hold
5,650
– – 0.07% 114
2025
Q4 		$991K Buy
5,650
+2
+0% +$346 0.06% 112
2025
Q3 		$976K Hold
5,648
– – 0.06% 111
2025
Q2 		$934K Buy
5,648
+3
+0.1% +$460 0.06% 112
2025
Q1 		$821K Hold
5,645
– – 0.06% 119
2024
Q4 		$797K Sell
5,645
-178
-3% -$26.3K 0.06% 120
2024
Q3 		$866K Sell
5,823
-235
-4% -$32.9K 0.06% 122
2024
Q2 		$818K Buy
6,058
+2
+0% +$275 0.06% 119
2024
Q1 		$846K Sell
6,056
-180
-3% -$23.6K 0.07% 116
2023
Q4 		$795K Sell
6,236
-197
-3% -$23K 0.07% 118
2023
Q3 		$727K Hold
6,433
– – 0.07% 122
2023
Q2 		$774K Buy
6,433
+4
+0.1% +$460 0.07% 126
2023
Q1 		$734K Hold
6,429
– – 0.06% 131
2022
Q4 		$722K Buy
6,429
+2
+0% +$206 0.06% 134
2022
Q3 		$578K Hold
6,427
– – 0.06% 146
2022
Q2 		$617K Buy
6,427
+4
+0.1% +$420 0.06% 142
2022
Q1 		$745K Sell
6,423
-160
-2% -$18.6K 0.06% 138
2021
Q4 		$812K Buy
6,583
+82
+1% +$9.98K 0.07% 132
2021
Q3 		$763K Buy
6,501
+80
+1% +$9.72K 0.07% 133
2021
Q2 		$766K Buy
6,421
+2
+0% +$241 0.07% 134
2021
Q1 		$744K Sell
6,419
-135
-2% -$14.9K 0.07% 132
2020
Q4 		$699K Buy
6,554
+2
+0% +$202 0.11% 95
2020
Q3 		$610K Hold
6,552
– – 0.07% 130
2020
Q2 		$547K Buy
6,552
+2
+0% +$156 0.07% 138
2020
Q1 		$465K Hold
6,550
– – 0.07% 135
2019
Q4 		$637K Buy
6,550
+2
+0% +$190 0.08% 131
2019
Q3 		$582K Sell
6,548
-120
-2% -$10.8K 0.08% 131
2019
Q2 		$610K Sell
6,668
-296
-4% -$26.8K 0.09% 126
2019
Q1 		$619K Buy
+6,964
New +$597K 0.09% 127

Other funds holding EXI

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
ISWM
Intesa Sanpaolo Wealth Management Ville De Luxembourg $500M AUM
DI
Decision Investments San Diego, California $110M AUM
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FWA
Fulcrum Wealth Advisors Bellevue, Washington $131M AUM
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

Patriot Investment Management Group's EXI Position: Q2 2026 in Review

Patriot Investment Management Group increased its iShares Global Industrials ETF (EXI) stake by 0.04% in Q2 2026, buying an estimated $388 and bringing the position to 5,652 shares worth $1.13M. The position accounts for 0.07% of the portfolio, ranked #114.

Patriot Investment Management Group first reported a position in EXI in Q1 2019 and has held it in 30 quarters since. 27 funds tracked by Wall St. Rank hold EXI as of Q2 2026.

  • Patriot Investment Management Group held 5,652 shares of iShares Global Industrials ETF worth $1.13M as of Q2 2026.
  • Patriot Investment Management Group bought 2 iShares Global Industrials ETF shares in Q2 2026, an estimated $388.
  • iShares Global Industrials ETF made up 0.07% of Patriot Investment Management Group's portfolio in Q2 2026, its #114 holding.
  • Patriot Investment Management Group first reported a position in iShares Global Industrials ETF in Q1 2019 and has held it in 30 quarters since.
  • 27 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.