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 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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PKS Advisory Services's EXI Position: Q1 2026 in Review

PKS Advisory Services reduced its iShares Global Industrials ETF (EXI) stake by 14% in Q1 2026, selling an estimated $75.5K and leaving 2,400 shares worth $434K. The position accounts for 0.1% of the portfolio, ranked #173.

PKS Advisory Services first reported a position in EXI in Q4 2024 and has held it in 6 quarters since. The position peaked at $546K in Q2 2025. 121 funds tracked by Wall St. Rank hold EXI as of Q1 2026.

PKS Advisory Services held 2,400 shares of iShares Global Industrials ETF worth $434K as of Q1 2026.
PKS Advisory Services sold 400 iShares Global Industrials ETF shares in Q1 2026, an estimated $75.5K.
iShares Global Industrials ETF made up 0.1% of PKS Advisory Services's portfolio in Q1 2026, its #173 holding.
PKS Advisory Services first reported a position in iShares Global Industrials ETF in Q4 2024 and has held it in 6 quarters since.
PKS Advisory Services's iShares Global Industrials ETF position peaked at $546K in Q2 2025.
121 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.