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
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

PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

Wealth Enhancement Advisory Services's EXI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Global Industrials ETF (EXI) stake by 6.8% in Q2 2026, buying an estimated $32.2K and bringing the position to 2,608 shares worth $516K. The position accounts for ﹤0.01% of the portfolio, ranked #2656.

Wealth Enhancement Advisory Services first reported a position in EXI in Q4 2025 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold EXI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 2,608 shares of iShares Global Industrials ETF worth $516K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 166 iShares Global Industrials ETF shares in Q2 2026, an estimated $32.2K.
  • iShares Global Industrials ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2656 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Global Industrials ETF in Q4 2025 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.