PL
EXI icon

Plancorp LLC’s iShares Global Industrials ETF EXI Stock Holding History

Plancorp LLC’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 		$230K Hold
1,179
– – 0.01% 382
2026
Q1 		$228K Hold
1,179
– – 0.01% 337
2025
Q4 		$207K Sell
1,179
-581
-33% -$101K 0.01% 353
2025
Q3 		$304K Hold
1,760
– – 0.01% 296
2025
Q2 		$291K Hold
1,760
– – 0.01% 299
2025
Q1 		$256K Hold
1,760
– – 0.01% 306
2024
Q4 		$249K Hold
1,760
– – 0.01% 276
2024
Q3 		$262K Hold
1,760
– – 0.01% 269
2024
Q2 		$238K Hold
1,760
– – 0.01% 266
2024
Q1 		$246K Hold
1,760
– – 0.01% 263
2023
Q4 		$224K Buy
+1,760
New +$205K 0.01% 255

Other funds holding EXI

PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

Plancorp LLC's EXI Position: Q2 2026 in Review

Plancorp LLC held its iShares Global Industrials ETF (EXI) position steady in Q2 2026 at 1,179 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #382.

Plancorp LLC first reported a position in EXI in Q4 2023 and has held it in 11 quarters since. The position peaked at $304K in Q3 2025. 10 funds tracked by Wall St. Rank hold EXI as of Q2 2026.

  • Plancorp LLC held 1,179 shares of iShares Global Industrials ETF worth $230K as of Q2 2026.
  • Plancorp LLC left its iShares Global Industrials ETF share count unchanged in Q2 2026.
  • iShares Global Industrials ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #382 holding.
  • Plancorp LLC first reported a position in iShares Global Industrials ETF in Q4 2023 and has held it in 11 quarters since.
  • Plancorp LLC's iShares Global Industrials ETF position peaked at $304K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.