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Financial Advocates Investment Management’s iShares Global Industrials ETF EXI Stock Holding History

Financial Advocates Investment Management’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 		– Sell
-53,418
Closed -$4.01M – 784
2023
Q4 		$4.01M Buy
53,418
+39,240
+277% +$4.58M 0.26% 87
2023
Q3 		$1.98M Buy
+14,178
New +$1.69M 0.14% 164

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 $1.37T AUM 24.88% 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 $1.79B AUM 28.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Advocates Investment Management's EXI Position: Q1 2024 in Review

Financial Advocates Investment Management sold out of iShares Global Industrials ETF (EXI) in Q1 2024, closing a stake of 53,418 shares — an estimated $4.01M sold.

Financial Advocates Investment Management first reported a position in EXI in Q3 2023 and held it in 2 quarters. The position peaked at $4.01M in Q4 2023. 82 funds tracked by Wall St. Rank hold EXI as of Q1 2024.

  • Financial Advocates Investment Management reported no remaining iShares Global Industrials ETF position as of Q1 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 53,418 iShares Global Industrials ETF shares in Q1 2024, an estimated $4.01M.
  • Financial Advocates Investment Management first reported a position in iShares Global Industrials ETF in Q3 2023 and held it in 2 quarters.
  • Financial Advocates Investment Management's iShares Global Industrials ETF position peaked at $4.01M in Q4 2023.
  • 82 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2024.

Based on Financial Advocates Investment Management's 13F filing for Q1 2024, filed 1 May 2024.