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 Q2	$12.4K	Hold	62	–	–	﹤0.01%	3628
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 $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Steward Partners Investment Advisory's EXI Position: Q2 2026 in Review

Steward Partners Investment Advisory held its iShares Global Industrials ETF (EXI) position steady in Q2 2026 at 62 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3628.

Steward Partners Investment Advisory first reported a position in EXI in Q3 2018 and has held it in 12 quarters since. 131 funds tracked by Wall St. Rank hold EXI as of Q2 2026.

Steward Partners Investment Advisory held 62 shares of iShares Global Industrials ETF worth $12.4K as of Q2 2026.
Steward Partners Investment Advisory left its iShares Global Industrials ETF share count unchanged in Q2 2026.
iShares Global Industrials ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3628 holding.
Steward Partners Investment Advisory first reported a position in iShares Global Industrials ETF in Q3 2018 and has held it in 12 quarters since.
131 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.