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ViaWealth’s iShares Global Industrials ETF EXI Stock Holding History

ViaWealth’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 		$2.16M Buy
+11,917
New +$2.25M 1.2% 19

Other funds holding EXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
VanEck Associates
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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

ViaWealth's EXI Position: Q1 2026 in Review

ViaWealth opened a new position in iShares Global Industrials ETF (EXI) in Q1 2026: 11,917 shares worth $2.16M. The stake represents 1.2% of the portfolio and ranks #19 among its holdings.

121 funds tracked by Wall St. Rank hold EXI as of Q1 2026.

  • ViaWealth held 11,917 shares of iShares Global Industrials ETF worth $2.16M as of Q1 2026.
  • iShares Global Industrials ETF was a new ViaWealth position in Q1 2026.
  • iShares Global Industrials ETF made up 1.2% of ViaWealth's portfolio in Q1 2026, its #19 holding.
  • 121 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.