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Advisornet Financial’s iShares Global Industrials ETF EXI Stock Holding History

Advisornet Financial’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
2024
Q1 		– Sell
-16
Closed -$2.04K – 2190
2023
Q4 		$2.04K Hold
16
– – ﹤0.01% 1708
2023
Q3 		$1.81K Hold
16
– – ﹤0.01% 1662
2023
Q2 		$1.92K Buy
+16
New +$1.84K ﹤0.01% 1730

Other funds holding EXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisornet Financial's EXI Position: Q1 2024 in Review

Advisornet Financial sold out of iShares Global Industrials ETF (EXI) in Q1 2024, closing a stake of 16 shares — an estimated $2.04K sold.

Advisornet Financial first reported a position in EXI in Q2 2023 and held it in 3 quarters. The position peaked at $2.04K in Q4 2023. 82 funds tracked by Wall St. Rank hold EXI as of Q1 2024.

  • Advisornet Financial reported no remaining iShares Global Industrials ETF position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 16 iShares Global Industrials ETF shares in Q1 2024, an estimated $2.04K.
  • Advisornet Financial first reported a position in iShares Global Industrials ETF in Q2 2023 and held it in 3 quarters.
  • Advisornet Financial's iShares Global Industrials ETF position peaked at $2.04K in Q4 2023.
  • 82 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.