SIS
EXI icon

Sound Income Strategies’s iShares Global Industrials ETF EXI Stock Holding History

Sound Income Strategies’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 		– Sell
-66
Closed -$12.2K – 1066
2026
Q1 		$12.2K Sell
66
-10
-13% -$1.89K ﹤0.01% 1415
2025
Q4 		$14.3K Buy
+76
New +$13.2K ﹤0.01% 1292

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
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 $103B AUM 28.65% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
TICI
TriCert Investment Counsel Inc. Waterloo $1.07B AUM

Sound Income Strategies's EXI Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares Global Industrials ETF (EXI) in Q2 2026, closing a stake of 66 shares — an estimated $12.2K sold.

Sound Income Strategies first reported a position in EXI in Q4 2025 and held it in 2 quarters. The position peaked at $14.3K in Q4 2025. 104 funds tracked by Wall St. Rank hold EXI as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares Global Industrials ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 66 iShares Global Industrials ETF shares in Q2 2026, an estimated $12.2K.
  • Sound Income Strategies first reported a position in iShares Global Industrials ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's iShares Global Industrials ETF position peaked at $14.3K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.