EF
EXLS icon

Empowered Funds’s EXL Service EXLS Stock Holding History

Empowered Funds’s Portfolio EXLS Stock Details EXLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-14,758
Closed -$650K – 1279
2025
Q3 		$650K Buy
+14,758
New +$639K 0.01% 1309
2025
Q2 		– Sell
-17,384
Closed -$821K – 1783
2025
Q1 		$821K Buy
17,384
+12,781
+278% +$615K 0.01% 1062
2024
Q4 		$204K Buy
+4,603
New +$199K ﹤0.01% 1495
2023
Q2 		– Sell
-80,595
Closed -$2.61M – 1138
2023
Q1 		$2.61M Buy
+80,595
New +$2.67M 0.15% 177
2022
Q3 		– Sell
-76,160
Closed -$2.24M – 343
2022
Q2 		$2.24M Buy
+76,160
New +$2.15M 0.29% 102

Other funds holding EXLS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return