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Private Capital Advisors’s iShares Global Industrials ETF EXI Stock Holding History

Private Capital Advisors’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 		– Sell
-2,949
Closed -$517K – 74
2025
Q4 		$517K Buy
+2,949
New +$511K 0.05% 50

Other funds holding EXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
VanEck Associates
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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

Private Capital Advisors's EXI Position: Q1 2026 in Review

Private Capital Advisors sold out of iShares Global Industrials ETF (EXI) in Q1 2026, closing a stake of 2,949 shares — an estimated $517K sold.

Private Capital Advisors first reported a position in EXI in Q4 2025 and held it in 1 quarter. The position peaked at $517K in Q4 2025. 121 funds tracked by Wall St. Rank hold EXI as of Q1 2026.

  • Private Capital Advisors reported no remaining iShares Global Industrials ETF position as of Q1 2026 after selling out during the quarter.
  • Private Capital Advisors sold 2,949 iShares Global Industrials ETF shares in Q1 2026, an estimated $517K.
  • Private Capital Advisors first reported a position in iShares Global Industrials ETF in Q4 2025 and held it in 1 quarter.
  • Private Capital Advisors's iShares Global Industrials ETF position peaked at $517K in Q4 2025.
  • 121 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2026.

Based on Private Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.