Wealth Enhancement Advisory Services
EXI icon

Wealth Enhancement Advisory Services’s iShares Global Industrials ETF EXI Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$564K Buy
2,992
+384
+15% +$76K ﹤0.01% 2691
2026
Q2 		$516K Buy
2,608
+166
+7% +$32.2K ﹤0.01% 2656
2026
Q1 		$450K Buy
2,442
+1,144
+88% +$216K ﹤0.01% 2401
2025
Q4 		$237K Buy
+1,298
New +$225K ﹤0.01% 3132

Other funds holding EXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services's EXI Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Global Industrials ETF (EXI) stake by 15% in Q3 2026, buying an estimated $76K and bringing the position to 2,992 shares worth $564K. The position accounts for ﹤0.01% of the portfolio, ranked #2691.

Wealth Enhancement Advisory Services first reported a position in EXI in Q4 2025 and has held it in 4 quarters since. 100 funds tracked by Wall St. Rank hold EXI as of Q3 2026.

  • Wealth Enhancement Advisory Services held 2,992 shares of iShares Global Industrials ETF worth $564K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 384 iShares Global Industrials ETF shares in Q3 2026, an estimated $76K.
  • iShares Global Industrials ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2691 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Global Industrials ETF in Q4 2025 and has held it in 4 quarters since.
  • 100 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.