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iShares S&P Global Industrials Sec shares owned by Holistic Planning

Quarter-by-quarter ownership of iShares S&P Global Industrials Sec (EXI) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in iShares S&P Global Industrials Sec

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Industrials Sec held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global Industrials Sec by Holistic Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $257k 1.3k 200.50
2026-03-31 $253k 1.4k 181.01

More positions owned by Holistic Planning

Ea Series Trust Strive 500 Etf (STXF)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive Enhanced (BUXX)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Us Larg (AVLC)
Ea Series Trust Stri 1000 Va Etf (STXV)
Ea Series Trust Strive 1000 Grwt (STXG)
First Tr Exchange-traded Vest Laddered (ACYN)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Govt Mone Ma Etf (SGVT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)

View all positions for Holistic Planning

Top funds holding iShares S&P Global Industrials Sec

Fisher Investments
BlackRock
Treasurer of the State of North Carolina
Jpmorgan Chase & Co
Phoenix Holdings
Green Harvest Asset Management
HighTower Advisors
Bank of America Corporation
Morgan Stanley
Van Eck Associates Corp.
Banco Santander
Federation des caisses Desjardins du Quebec
Wharton Business Group
LPL Financial
Cambria Investment Management

View all funds holding iShares S&P Global Industrials Sec