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Wealth Management Partners’s iShares Global Industrials ETF EXI Stock Holding History

Wealth Management Partners’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 		$455K Buy
2,515
+487
+24% +$91.9K 0.13% 109
2025
Q4 		$356K Hold
2,028
– – 0.1% 114
2025
Q3 		$350K Buy
2,028
+44
+2% +$7.43K 0.11% 113
2025
Q2 		$327K Hold
1,984
– – 0.12% 107
2025
Q1 		$288K Hold
1,984
– – 0.13% 98
2024
Q4 		$280K Hold
1,984
– – 0.12% 102
2024
Q3 		$295K Sell
1,984
-184
-8% -$25.8K 0.14% 92
2024
Q2 		$293K Sell
2,168
-249
-10% -$34.2K 0.14% 86
2024
Q1 		$338K Sell
2,417
-115
-5% -$15.1K 0.17% 88
2023
Q4 		$323K Sell
2,532
-534
-17% -$62.3K 0.18% 86
2023
Q3 		$346K Sell
3,066
-306
-9% -$36.4K 0.22% 77
2023
Q2 		$405K Sell
3,372
-100
-3% -$11.5K 0.25% 77
2023
Q1 		$396K Sell
3,472
-528
-13% -$59K 0.28% 71
2022
Q4 		$393K Hold
4,000
– – 0.33% 67
2022
Q3 		$328K Hold
4,000
– – 0.29% 66
2022
Q2 		$402K Sell
4,000
-2,000
-33% -$210K 0.35% 58
2022
Q1 		$748K Hold
6,000
– – 0.53% 43
2021
Q4 		$796K Sell
6,000
-760
-11% -$92.5K 0.55% 43
2021
Q3 		$794K Sell
6,760
-163
-2% -$19.8K 0.59% 43
2021
Q2 		$827K Sell
6,923
-162
-2% -$19.5K 0.58% 47
2021
Q1 		$831K Buy
7,085
+337
+5% +$37.2K 0.62% 45
2020
Q4 		$721K Buy
+6,748
New +$681K 0.56% 48

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

Wealth Management Partners's EXI Position: Q1 2026 in Review

Wealth Management Partners increased its iShares Global Industrials ETF (EXI) stake by 24% in Q1 2026, buying an estimated $91.9K and bringing the position to 2,515 shares worth $455K. The position accounts for 0.13% of the portfolio, ranked #109.

Wealth Management Partners first reported a position in EXI in Q4 2020 and has held it in 22 quarters since. The position peaked at $831K in Q1 2021. 121 funds tracked by Wall St. Rank hold EXI as of Q1 2026.

  • Wealth Management Partners held 2,515 shares of iShares Global Industrials ETF worth $455K as of Q1 2026.
  • Wealth Management Partners bought 487 iShares Global Industrials ETF shares in Q1 2026, an estimated $91.9K.
  • iShares Global Industrials ETF made up 0.13% of Wealth Management Partners's portfolio in Q1 2026, its #109 holding.
  • Wealth Management Partners first reported a position in iShares Global Industrials ETF in Q4 2020 and has held it in 22 quarters since.
  • Wealth Management Partners's iShares Global Industrials ETF position peaked at $831K in Q1 2021.
  • 121 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2026.

Based on Wealth Management Partners's 13F filing for Q1 2026, filed 17 Apr 2026.