Quaker Wealth Management
EXI icon

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

Quaker 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 		$8.71K Hold
46
– – ﹤0.01% 303
2026
Q2 		$9.22K Hold
46
– – ﹤0.01% 290
2026
Q1 		$8.33K Hold
46
– – ﹤0.01% 306
2025
Q4 		$8.07K Buy
+46
New +$7.97K ﹤0.01% 317

Other funds holding EXI

Fisher Asset Management
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Cambiar Investors
Cambiar Investors Denver, Colorado $2.48B AUM 19.65% 1-Year Est. Return
Slow Capital
Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Buttonwood Financial Group
Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

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

Quaker Wealth Management held its iShares Global Industrials ETF (EXI) position steady in Q3 2026 at 46 shares worth $8.71K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Quaker Wealth Management first reported a position in EXI in Q4 2025 and has held it in 4 quarters since. The position peaked at $9.22K in Q2 2026. 64 funds tracked by Wall St. Rank hold EXI as of Q3 2026.

  • Quaker Wealth Management held 46 shares of iShares Global Industrials ETF worth $8.71K as of Q3 2026.
  • Quaker Wealth Management left its iShares Global Industrials ETF share count unchanged in Q3 2026.
  • iShares Global Industrials ETF made up ﹤0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #303 holding.
  • Quaker Wealth Management first reported a position in iShares Global Industrials ETF in Q4 2025 and has held it in 4 quarters since.
  • Quaker Wealth Management's iShares Global Industrials ETF position peaked at $9.22K in Q2 2026.
  • 64 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.