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Wellington-Altus USA’s iShares Global Industrials ETF EXI Stock Holding History

Wellington-Altus USA’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 		$23.7K Hold
131
– – 0.02% 468
2026
Q1 		$26.3K Hold
131
– – 0.02% 465
2025
Q4 		$23K Buy
+131
New +$22.7K 0.02% 459

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
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Wellington-Altus USA's EXI Position: Q2 2026 in Review

Wellington-Altus USA held its iShares Global Industrials ETF (EXI) position steady in Q2 2026 at 131 shares worth $23.7K. The position accounts for 0.02% of the portfolio, ranked #468.

Wellington-Altus USA first reported a position in EXI in Q4 2025 and has held it in 3 quarters since. The position peaked at $26.3K in Q1 2026. 131 funds tracked by Wall St. Rank hold EXI as of Q2 2026.

  • Wellington-Altus USA held 131 shares of iShares Global Industrials ETF worth $23.7K as of Q2 2026.
  • Wellington-Altus USA left its iShares Global Industrials ETF share count unchanged in Q2 2026.
  • iShares Global Industrials ETF made up 0.02% of Wellington-Altus USA's portfolio in Q2 2026, its #468 holding.
  • Wellington-Altus USA first reported a position in iShares Global Industrials ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's iShares Global Industrials ETF position peaked at $26.3K in Q1 2026.
  • 131 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.