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BOLTON SECURITIES CORPORATION’s iShares Global Industrials ETF EXI Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$540K Buy
+2,983
New +$563K 0.03% 524
2025
Q3 		$504K Buy
+2,916
New +$492K 0.02% 513
2025
Q1 		$424K Buy
+2,915
New +$429K 0.02% 518

Other funds holding EXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's EXI Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares Global Industrials ETF (EXI) in Q1 2026: 2,983 shares worth $540K. The stake represents 0.03% of the portfolio and ranks #524 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in EXI as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in EXI in Q1 2025 and has held it in 3 quarters since. 125 funds tracked by Wall St. Rank hold EXI as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 2,983 shares of iShares Global Industrials ETF worth $540K as of Q1 2026.
  • iShares Global Industrials ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • iShares Global Industrials ETF made up 0.03% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #524 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares Global Industrials ETF in Q1 2025 and has held it in 3 quarters since.
  • 125 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.