Castleview Partners’s iShares Global Industrials ETF EXI Stock Holding History

Castleview Partners’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	-73	Closed	-$10.3K	–	293
2024 Q4	$10.3K	Hold	73	–	–	0.01%	576
2024 Q3	$10.9K	Hold	73	–	–	0.01%	534
2024 Q2	$9.86K	Hold	73	–	–	0.01%	526
2024 Q1	$10.2K	Hold	73	–	–	0.01%	539
2023 Q4	$9.3K	Hold	73	–	–	0.01%	520
2023 Q3	$8.25K	Hold	73	–	–	0.01%	438
2023 Q2	$8.78K	Hold	73	–	–	0.01%	454
2023 Q1	$8.33K	Hold	73	–	–	0.01%	448
2022 Q4	$7.77K	Hold	73	–	–	0.01%	399
2022 Q3	$7K	Sell	73 -31	-30%	-$3.11K	0.01%	415
2022 Q2	$6.01K	Buy	104 +31	+42%	+$3.26K	﹤0.01%	515
2022 Q1	$8K	Sell	73 -8,941	-99%	-$1.04M	0.01%	518
2021 Q4	$73	Buy	+9,014	New	+$1.1M	﹤0.01%	846
2021 Q2	$9K	Buy	+73	New	+$8.79K	﹤0.01%	716

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

Castleview Partners's EXI Position: Q1 2025 in Review

Castleview Partners sold out of iShares Global Industrials ETF (EXI) in Q1 2025, closing a stake of 73 shares — an estimated $10.3K sold.

Castleview Partners first reported a position in EXI in Q2 2021 and held it in 14 quarters. The position peaked at $10.9K in Q3 2024. 96 funds tracked by Wall St. Rank hold EXI as of Q1 2025.

Castleview Partners reported no remaining iShares Global Industrials ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 73 iShares Global Industrials ETF shares in Q1 2025, an estimated $10.3K.
Castleview Partners first reported a position in iShares Global Industrials ETF in Q2 2021 and held it in 14 quarters.
Castleview Partners's iShares Global Industrials ETF position peaked at $10.9K in Q3 2024.
96 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.