WANY
EXI icon

Wealthspire Advisors (New York)’s iShares Global Industrials ETF EXI Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-52
Closed -$8.98K – 1623
2025
Q3 		$8.98K Buy
+52
New +$8.78K ﹤0.01% 2071

Other funds holding EXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wealthspire Advisors (New York)'s EXI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares Global Industrials ETF (EXI) in Q4 2025, closing a stake of 52 shares — an estimated $8.98K sold.

Wealthspire Advisors (New York) first reported a position in EXI in Q3 2025 and held it in 1 quarter. The position peaked at $8.98K in Q3 2025. 110 funds tracked by Wall St. Rank hold EXI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares Global Industrials ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 52 iShares Global Industrials ETF shares in Q4 2025, an estimated $8.98K.
  • Wealthspire Advisors (New York) first reported a position in iShares Global Industrials ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iShares Global Industrials ETF position peaked at $8.98K in Q3 2025.
  • 110 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.