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Sigma Planning Corp’s iShares Global Industrials ETF EXI Stock Holding History

Sigma Planning Corp’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 		$735K Buy
3,664
+4
+0.1% +$777 0.02% 727
2026
Q1 		$662K Sell
3,660
-255
-7% -$48.1K 0.02% 730
2025
Q4 		$686K Sell
3,915
-19
-0.5% -$3.29K 0.02% 682
2025
Q3 		$680K Buy
3,934
+11
+0.3% +$1.86K 0.02% 691
2025
Q2 		$649K Hold
3,923
– – 0.02% 677
2025
Q1 		$570K Sell
3,923
-70
-2% -$10.3K 0.02% 674
2024
Q4 		$564K Sell
3,993
-775
-16% -$114K 0.02% 690
2024
Q3 		$709K Buy
4,768
+7
+0.1% +$981 0.02% 615
2024
Q2 		$643K Buy
4,761
+395
+9% +$54.2K 0.02% 626
2024
Q1 		$610K Buy
+4,366
New +$573K 0.02% 678

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
TICI
TriCert Investment Counsel Inc. Waterloo $1.07B AUM
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

Sigma Planning Corp's EXI Position: Q2 2026 in Review

Sigma Planning Corp increased its iShares Global Industrials ETF (EXI) stake by 0.11% in Q2 2026, buying an estimated $777 and bringing the position to 3,664 shares worth $735K. The position accounts for 0.02% of the portfolio, ranked #727.

Sigma Planning Corp first reported a position in EXI in Q1 2024 and has held it in 10 quarters since. 67 funds tracked by Wall St. Rank hold EXI as of Q2 2026.

  • Sigma Planning Corp held 3,664 shares of iShares Global Industrials ETF worth $735K as of Q2 2026.
  • Sigma Planning Corp bought 4 iShares Global Industrials ETF shares in Q2 2026, an estimated $777.
  • iShares Global Industrials ETF made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #727 holding.
  • Sigma Planning Corp first reported a position in iShares Global Industrials ETF in Q1 2024 and has held it in 10 quarters since.
  • 67 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.