Phoenix Financial’s iShares Global Industrials ETF EXI Stock Holding History

Phoenix Financial’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 Q3	$40.7M	Hold	215,300	–	–	0.27%	67
2026 Q2	$43.2M	Hold	215,300	–	–	0.29%	65
2026 Q1	$39M	Hold	215,300	–	–	0.37%	51
2025 Q4	$37.8M	Hold	215,300	–	–	0.41%	48
2025 Q3	$37.2M	Hold	215,300	–	–	0.45%	44
2025 Q2	$35.6M	Buy	+215,300	New	+$33M	0.47%	43

Other funds holding EXI

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.48B AUM 19.65% 1-Year Est. Return

Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

Phoenix Financial's EXI Position: Q3 2026 in Review

Phoenix Financial held its iShares Global Industrials ETF (EXI) position steady in Q3 2026 at 215,300 shares worth $40.7M. The position accounts for 0.27% of the portfolio, ranked #67.

Phoenix Financial first reported a position in EXI in Q2 2025 and has held it in 6 quarters since. The position peaked at $43.2M in Q2 2026. 81 funds tracked by Wall St. Rank hold EXI as of Q3 2026.

Phoenix Financial held 215,300 shares of iShares Global Industrials ETF worth $40.7M as of Q3 2026.
Phoenix Financial left its iShares Global Industrials ETF share count unchanged in Q3 2026.
iShares Global Industrials ETF made up 0.27% of Phoenix Financial's portfolio in Q3 2026, its #67 holding.
Phoenix Financial first reported a position in iShares Global Industrials ETF in Q2 2025 and has held it in 6 quarters since.
Phoenix Financial's iShares Global Industrials ETF position peaked at $43.2M in Q2 2026.
81 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q3 2026.

Based on Phoenix Financial's 13F filing for Q3 2026, filed 9 Nov 2026.