Transamerica Financial Advisors’s iShares Global Industrials ETF EXI Stock Holding History

Transamerica Financial Advisors’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	–	Sell	-71	Closed	-$12.4K	–	1985
2025 Q4	$12.4K	Buy	+71	New	+$12.3K	﹤0.01%	812
2018 Q4	–	Sell	-46	Closed	-$5K	–	520
2018 Q3	$5K	Hold	46	–	–	﹤0.01%	335
2018 Q2	$5K	Hold	46	–	–	﹤0.01%	277
2018 Q1	$5K	Hold	46	–	–	﹤0.01%	288
2017 Q4	$5K	Hold	46	–	–	﹤0.01%	282
2017 Q3	$5K	Hold	46	–	–	﹤0.01%	283
2017 Q2	$4K	Sell	46 -692	-94%	-$57.6K	﹤0.01%	268
2017 Q1	$60K	Sell	738 -33,046	-98%	-$2.6M	0.01%	230
2016 Q4	$2.55M	Buy	+33,784	New	+$2.51M	0.3%	95
2016 Q2	–	Sell	-900	Closed	-$64K	–	489
2016 Q1	$64K	Hold	900	–	–	0.01%	346
2015 Q4	$61K	Hold	900	–	–	﹤0.01%	380
2015 Q3	$58K	Hold	900	–	–	﹤0.01%	369
2015 Q2	$64K	Hold	900	–	–	﹤0.01%	418
2015 Q1	$65K	Buy	+900	New	+$64.3K	﹤0.01%	408

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

Transamerica Financial Advisors's EXI Position: Q1 2026 in Review

Transamerica Financial Advisors sold out of iShares Global Industrials ETF (EXI) in Q1 2026, closing a stake of 71 shares — an estimated $12.4K sold.

Transamerica Financial Advisors first reported a position in EXI in Q1 2015 and held it in 14 quarters. The position peaked at $2.55M in Q4 2016. 121 funds tracked by Wall St. Rank hold EXI as of Q1 2026.

Transamerica Financial Advisors reported no remaining iShares Global Industrials ETF position as of Q1 2026 after selling out during the quarter.
Transamerica Financial Advisors sold 71 iShares Global Industrials ETF shares in Q1 2026, an estimated $12.4K.
Transamerica Financial Advisors first reported a position in iShares Global Industrials ETF in Q1 2015 and held it in 14 quarters.
Transamerica Financial Advisors's iShares Global Industrials ETF position peaked at $2.55M in Q4 2016.
121 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.