Stifel Financial
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Stifel Financial’s iShares Global Industrials ETF EXI Stock Holding History

Stifel Financial’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
2025
Q4 		– Sell
-4,090
Closed -$707K – 3608
2025
Q3 		$707K Buy
4,090
+45
+1% +$7.6K ﹤0.01% 2597
2025
Q2 		$669K Sell
4,045
-1,334
-25% -$204K ﹤0.01% 2585
2025
Q1 		$782K Buy
5,379
+153
+3% +$22.5K ﹤0.01% 2391
2024
Q4 		$738K Sell
5,226
-112
-2% -$16.5K ﹤0.01% 2442
2024
Q3 		$794K Buy
5,338
+3,466
+185% +$486K ﹤0.01% 2383
2024
Q2 		$253K Sell
1,872
-20
-1% -$2.75K ﹤0.01% 2999
2024
Q1 		$264K Sell
1,892
-145
-7% -$19K ﹤0.01% 2976
2023
Q4 		$260K Sell
2,037
-4
-0.2% -$467 ﹤0.01% 2921
2023
Q3 		$231K Buy
+2,041
New +$243K ﹤0.01% 2921

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
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
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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Stifel Financial's EXI Position: Q4 2025 in Review

Stifel Financial sold out of iShares Global Industrials ETF (EXI) in Q4 2025, closing a stake of 4,090 shares — an estimated $707K sold.

Stifel Financial first reported a position in EXI in Q3 2023 and held it in 9 quarters. The position peaked at $794K in Q3 2024. 110 funds tracked by Wall St. Rank hold EXI as of Q4 2025.

  • Stifel Financial reported no remaining iShares Global Industrials ETF position as of Q4 2025 after selling out during the quarter.
  • Stifel Financial sold 4,090 iShares Global Industrials ETF shares in Q4 2025, an estimated $707K.
  • Stifel Financial first reported a position in iShares Global Industrials ETF in Q3 2023 and held it in 9 quarters.
  • Stifel Financial's iShares Global Industrials ETF position peaked at $794K in Q3 2024.
  • 110 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q4 2025.

Based on Stifel Financial's 13F filing for Q4 2025, filed 13 Feb 2026.