Atria Wealth Solutions’s iShares Global Industrials ETF EXI Stock Holding History

Atria Wealth Solutions’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 Q1	–	Sell	-2,016	Closed	-$285K	–	1927
2024 Q4	$285K	Buy	+2,016	New	+$298K	﹤0.01%	1583
2024 Q2	–	Sell	-6,824	Closed	-$953K	–	1976
2024 Q1	$953K	Buy	6,824 +2,957	+76%	+$388K	0.01%	930
2023 Q4	$493K	Buy	3,867 +1,060	+38%	+$124K	0.01%	1220
2023 Q3	$317K	Sell	2,807 -5,105	-65%	-$607K	﹤0.01%	1386
2023 Q2	$951K	Buy	7,912 +1,175	+17%	+$135K	0.01%	856
2023 Q1	$769K	Sell	6,737 -680	-9%	-$75.9K	0.01%	917
2022 Q4	$790K	Sell	7,417 -87	-1%	-$8.96K	0.01%	866
2022 Q3	$675K	Sell	7,504 -300	-4%	-$30.1K	0.01%	877
2022 Q2	$750K	Sell	7,804 -150	-2%	-$15.8K	0.01%	816
2022 Q1	$923K	Buy	+7,954	New	+$924K	0.02%	769

Other funds holding EXI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Atria Wealth Solutions's EXI Position: Q1 2025 in Review

Atria Wealth Solutions sold out of iShares Global Industrials ETF (EXI) in Q1 2025, closing a stake of 2,016 shares — an estimated $285K sold.

Atria Wealth Solutions first reported a position in EXI in Q1 2022 and held it in 10 quarters. The position peaked at $953K in Q1 2024. 96 funds tracked by Wall St. Rank hold EXI as of Q1 2025.

Atria Wealth Solutions reported no remaining iShares Global Industrials ETF position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 2,016 iShares Global Industrials ETF shares in Q1 2025, an estimated $285K.
Atria Wealth Solutions first reported a position in iShares Global Industrials ETF in Q1 2022 and held it in 10 quarters.
Atria Wealth Solutions's iShares Global Industrials ETF position peaked at $953K in Q1 2024.
96 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.