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Cetera Advisors’s iShares Global Industrials ETF EXI Stock Holding History

Cetera Advisors’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 		$240K Buy
+1,719
New +$226K ﹤0.01% 2092
2019
Q2 		– Sell
-578
Closed -$51K – 1010
2019
Q1 		$51K Buy
+578
New +$49.6K ﹤0.01% 965

Other funds holding EXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.99B AUM 30.41% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Advisors's EXI Position: Q1 2024 in Review

Cetera Advisors opened a new position in iShares Global Industrials ETF (EXI) in Q1 2024: 1,719 shares worth $240K. The stake represents ﹤0.01% of the portfolio and ranks #2092 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in EXI as recently as Q1 2019.

Cetera Advisors first reported a position in EXI in Q1 2019 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold EXI as of Q1 2024.

  • Cetera Advisors held 1,719 shares of iShares Global Industrials ETF worth $240K as of Q1 2024.
  • iShares Global Industrials ETF was a new Cetera Advisors position in Q1 2024.
  • iShares Global Industrials ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2092 holding.
  • Cetera Advisors first reported a position in iShares Global Industrials ETF in Q1 2019 and has held it in 2 quarters since.
  • 82 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.