Provident Wealth Management’s iShares Global Industrials ETF EXI Stock Holding History

Provident Wealth Management’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	$94.6K	Hold	500	–	–	0.03%	85
2026 Q2	$100K	Hold	500	–	–	0.03%	115
2026 Q1	$90.5K	Hold	500	–	–	0.03%	102
2025 Q4	$87.7K	Hold	500	–	–	0.03%	107
2025 Q3	$86.4K	Hold	500	–	–	0.03%	108
2025 Q2	$82.7K	Hold	500	–	–	0.03%	104
2025 Q1	$72.7K	Buy	+500	New	+$73.5K	0.03%	104

Other funds holding EXI

Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return

Provident Wealth Management's EXI Position: Q3 2026 in Review

Provident Wealth Management held its iShares Global Industrials ETF (EXI) position steady in Q3 2026 at 500 shares worth $94.6K. The position accounts for 0.03% of the portfolio, ranked #85.

Provident Wealth Management first reported a position in EXI in Q1 2025 and has held it in 7 quarters since. The position peaked at $100K in Q2 2026. 19 funds tracked by Wall St. Rank hold EXI as of Q3 2026.

Provident Wealth Management held 500 shares of iShares Global Industrials ETF worth $94.6K as of Q3 2026.
Provident Wealth Management left its iShares Global Industrials ETF share count unchanged in Q3 2026.
iShares Global Industrials ETF made up 0.03% of Provident Wealth Management's portfolio in Q3 2026, its #85 holding.
Provident Wealth Management first reported a position in iShares Global Industrials ETF in Q1 2025 and has held it in 7 quarters since.
Provident Wealth Management's iShares Global Industrials ETF position peaked at $100K in Q2 2026.
19 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q3 2026.

Based on Provident Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.