Steward Partners Investment Advisory’s iShares Global Industrials ETF EXI Stock Holding History

Steward Partners Investment Advisory’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 Q1	$11.2K	Hold	62	–	–	﹤0.01%	3502
2025 Q4	$10.9K	Hold	62	–	–	﹤0.01%	3415
2025 Q3	$10.7K	Hold	62	–	–	﹤0.01%	3373
2025 Q2	$10.3K	Hold	62	–	–	﹤0.01%	3204
2025 Q1	$9.01K	Buy	+62	New	+$9.12K	﹤0.01%	3142
2024 Q4	–	Sell	-65	Closed	-$9.67K	–	4008
2024 Q3	$9.67K	Buy	65 +53	+442%	+$7.43K	﹤0.01%	2959
2024 Q2	$1.62K	Buy	+12	New	+$1.65K	﹤0.01%	3324
2020 Q1	–	Sell	-55	Closed	-$5K	–	2547
2019 Q4	$5K	Hold	55	–	–	﹤0.01%	2230
2019 Q3	$5K	Hold	55	–	–	﹤0.01%	2235
2019 Q2	$5K	Buy	+55	New	+$4.97K	﹤0.01%	2211
2018 Q4	–	Sell	-55	Closed	-$5K	–	1202
2018 Q3	$5K	Buy	+55	New	+$5.02K	﹤0.01%	2112

Other funds holding EXI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Steward Partners Investment Advisory's EXI Position: Q1 2026 in Review

Steward Partners Investment Advisory held its iShares Global Industrials ETF (EXI) position steady in Q1 2026 at 62 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3502.

Steward Partners Investment Advisory first reported a position in EXI in Q3 2018 and has held it in 11 quarters since. 121 funds tracked by Wall St. Rank hold EXI as of Q1 2026.

Steward Partners Investment Advisory held 62 shares of iShares Global Industrials ETF worth $11.2K as of Q1 2026.
Steward Partners Investment Advisory left its iShares Global Industrials ETF share count unchanged in Q1 2026.
iShares Global Industrials ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3502 holding.
Steward Partners Investment Advisory first reported a position in iShares Global Industrials ETF in Q3 2018 and has held it in 11 quarters since.
121 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.