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Savvy Advisors Inc’s iShares Global Industrials ETF EXI Stock Holding History

Savvy Advisors Inc’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 		$410K Sell
2,042
-1,236
-38% -$240K 0.01% 857
2026
Q1 		$593K Buy
+3,278
New +$619K 0.02% 603

Other funds holding EXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Savvy Advisors Inc's EXI Position: Q2 2026 in Review

Savvy Advisors Inc reduced its iShares Global Industrials ETF (EXI) stake by 38% in Q2 2026, selling an estimated $240K and leaving 2,042 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #857.

Savvy Advisors Inc first reported a position in EXI in Q1 2026 and has held it in 2 quarters since. The position peaked at $593K in Q1 2026. 131 funds tracked by Wall St. Rank hold EXI as of Q2 2026.

  • Savvy Advisors Inc held 2,042 shares of iShares Global Industrials ETF worth $410K as of Q2 2026.
  • Savvy Advisors Inc sold 1,236 iShares Global Industrials ETF shares in Q2 2026, an estimated $240K.
  • iShares Global Industrials ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #857 holding.
  • Savvy Advisors Inc first reported a position in iShares Global Industrials ETF in Q1 2026 and has held it in 2 quarters since.
  • Savvy Advisors Inc's iShares Global Industrials ETF position peaked at $593K in Q1 2026.
  • 131 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.