Wealth Management Partners
EXI icon

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
Q3 		$508K Hold
2,682
– – 0.12% 107
2026
Q2 		$538K Buy
2,682
+167
+7% +$32.4K 0.13% 111
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

Buttonwood Financial Group
Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Decision Investments
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Castleview Partners
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Provident Wealth Management
Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Capital Investment Counsel Inc
Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return

Wealth Management Partners's EXI Position: Q3 2026 in Review

Wealth Management Partners held its iShares Global Industrials ETF (EXI) position steady in Q3 2026 at 2,682 shares worth $508K. The position accounts for 0.12% of the portfolio, ranked #107.

Wealth Management Partners first reported a position in EXI in Q4 2020 and has held it in 24 quarters since. The position peaked at $831K in Q1 2021. 17 funds tracked by Wall St. Rank hold EXI as of Q3 2026.

  • Wealth Management Partners held 2,682 shares of iShares Global Industrials ETF worth $508K as of Q3 2026.
  • Wealth Management Partners left its iShares Global Industrials ETF share count unchanged in Q3 2026.
  • iShares Global Industrials ETF made up 0.12% of Wealth Management Partners's portfolio in Q3 2026, its #107 holding.
  • Wealth Management Partners first reported a position in iShares Global Industrials ETF in Q4 2020 and has held it in 24 quarters since.
  • Wealth Management Partners's iShares Global Industrials ETF position peaked at $831K in Q1 2021.
  • 17 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q3 2026.

Based on Wealth Management Partners's 13F filing for Q3 2026, filed 21 Oct 2026.