EWG Elevate’s iShares Global Industrials ETF EXI Stock Holding History

EWG Elevate’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	-33,754	Closed	-$3.28M	–	64
2019 Q4	$3.28M	Buy	+33,754	New	+$3.21M	1.78%	19

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

EWG Elevate's EXI Position: Q1 2020 in Review

EWG Elevate sold out of iShares Global Industrials ETF (EXI) in Q1 2020, closing a stake of 33,754 shares — an estimated $3.28M sold.

EWG Elevate first reported a position in EXI in Q4 2019 and held it in 1 quarter. The position peaked at $3.28M in Q4 2019. 53 funds tracked by Wall St. Rank hold EXI as of Q1 2020.

EWG Elevate reported no remaining iShares Global Industrials ETF position as of Q1 2020 after selling out during the quarter.
EWG Elevate sold 33,754 iShares Global Industrials ETF shares in Q1 2020, an estimated $3.28M.
EWG Elevate first reported a position in iShares Global Industrials ETF in Q4 2019 and held it in 1 quarter.
EWG Elevate's iShares Global Industrials ETF position peaked at $3.28M in Q4 2019.
53 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2020.

Based on EWG Elevate's 13F filing for Q1 2020, filed 15 Apr 2020.