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PKS Advisory Services’s iShares Global Industrials ETF EXI Stock Holding History

PKS Advisory Services’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 		– Sell
-2,400
Closed -$434K – 382
2026
Q1 		$434K Sell
2,400
-400
-14% -$75.5K 0.1% 173
2025
Q4 		$491K Hold
2,800
– – 0.11% 157
2025
Q3 		$484K Sell
2,800
-500
-15% -$84.4K 0.1% 154
2025
Q2 		$546K Sell
3,300
-33
-1% -$5.06K 0.13% 143
2025
Q1 		$485K Hold
3,333
– – 0.13% 136
2024
Q4 		$471K Buy
+3,333
New +$492K 0.12% 147

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
Phoenix Financial
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
PGIM Custom Harvest
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

PKS Advisory Services's EXI Position: Q2 2026 in Review

PKS Advisory Services sold out of iShares Global Industrials ETF (EXI) in Q2 2026, closing a stake of 2,400 shares — an estimated $434K sold.

PKS Advisory Services first reported a position in EXI in Q4 2024 and held it in 6 quarters. The position peaked at $546K in Q2 2025. 131 funds tracked by Wall St. Rank hold EXI as of Q2 2026.

  • PKS Advisory Services reported no remaining iShares Global Industrials ETF position as of Q2 2026 after selling out during the quarter.
  • PKS Advisory Services sold 2,400 iShares Global Industrials ETF shares in Q2 2026, an estimated $434K.
  • PKS Advisory Services first reported a position in iShares Global Industrials ETF in Q4 2024 and held it in 6 quarters.
  • PKS Advisory Services's iShares Global Industrials ETF position peaked at $546K in Q2 2025.
  • 131 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.