U.S. Capital Wealth Advisors’s iShares Global Industrials ETF EXI Stock Holding History

U.S. Capital Wealth 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	$858K	Buy	4,739 +225	+5%	+$42.5K	0.02%	556
2025 Q4	$791K	Hold	4,514	–	–	0.02%	548
2025 Q3	$780K	Hold	4,514	–	–	0.02%	526
2025 Q2	$747K	Buy	4,514 +52	+1%	+$7.97K	0.02%	498
2025 Q1	$649K	Sell	4,462 -21	-0.5%	-$3.09K	0.02%	522
2024 Q4	$633K	Buy	+4,483	New	+$662K	0.02%	511

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

U.S. Capital Wealth Advisors's EXI Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares Global Industrials ETF (EXI) stake by 5% in Q1 2026, buying an estimated $42.5K and bringing the position to 4,739 shares worth $858K. The position accounts for 0.02% of the portfolio, ranked #556.

U.S. Capital Wealth Advisors first reported a position in EXI in Q4 2024 and has held it in 6 quarters since. 121 funds tracked by Wall St. Rank hold EXI as of Q1 2026.

U.S. Capital Wealth Advisors held 4,739 shares of iShares Global Industrials ETF worth $858K as of Q1 2026.
U.S. Capital Wealth Advisors bought 225 iShares Global Industrials ETF shares in Q1 2026, an estimated $42.5K.
iShares Global Industrials ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #556 holding.
U.S. Capital Wealth Advisors first reported a position in iShares Global Industrials ETF in Q4 2024 and has held it in 6 quarters since.
121 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.