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Beaumont Capital Management’s iShares Global Industrials ETF EXI Stock Holding History

Beaumont Capital Management’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
-2,054
Closed -$290K – 64
2024
Q4 		$290K Buy
+2,054
New +$303K 0.22% 42

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

Beaumont Capital Management's EXI Position: Q1 2025 in Review

Beaumont Capital Management sold out of iShares Global Industrials ETF (EXI) in Q1 2025, closing a stake of 2,054 shares — an estimated $290K sold.

Beaumont Capital Management first reported a position in EXI in Q4 2024 and held it in 1 quarter. The position peaked at $290K in Q4 2024. 96 funds tracked by Wall St. Rank hold EXI as of Q1 2025.

  • Beaumont Capital Management reported no remaining iShares Global Industrials ETF position as of Q1 2025 after selling out during the quarter.
  • Beaumont Capital Management sold 2,054 iShares Global Industrials ETF shares in Q1 2025, an estimated $290K.
  • Beaumont Capital Management first reported a position in iShares Global Industrials ETF in Q4 2024 and held it in 1 quarter.
  • Beaumont Capital Management's iShares Global Industrials ETF position peaked at $290K in Q4 2024.
  • 96 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2025.

Based on Beaumont Capital Management's 13F filing for Q1 2025, filed 15 May 2025.