Dowling & Yahnke’s iShares Global Industrials ETF EXI Stock Holding History

Dowling & Yahnke’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
2020 Q1	–	Sell	-12	Closed	-$1K	–	314
2019 Q4	$1K	Buy	+12	New	+$1.14K	﹤0.01%	373

Other funds holding EXI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return

Dowling & Yahnke's EXI Position: Q1 2020 in Review

Dowling & Yahnke sold out of iShares Global Industrials ETF (EXI) in Q1 2020, closing a stake of 12 shares — an estimated $1K sold.

Dowling & Yahnke first reported a position in EXI in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 53 funds tracked by Wall St. Rank hold EXI as of Q1 2020.

Dowling & Yahnke reported no remaining iShares Global Industrials ETF position as of Q1 2020 after selling out during the quarter.
Dowling & Yahnke sold 12 iShares Global Industrials ETF shares in Q1 2020, an estimated $1K.
Dowling & Yahnke first reported a position in iShares Global Industrials ETF in Q4 2019 and held it in 1 quarter.
Dowling & Yahnke's iShares Global Industrials ETF position peaked at $1K in Q4 2019.
53 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.