Financial Gravity Asset Management’s iShares Global Industrials ETF EXI Stock Holding History

Financial Gravity Asset 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	-5	Closed	-$691	–	1238
2023 Q4	$691	Buy	+5	New	+$584	﹤0.01%	845
2021 Q3	$118K	Hold	5	–	–	0.06%	307
2021 Q2	$119K	Buy	+5	New	+$602	0.04%	305
2020 Q4	$1K	Buy	+5	New	+$505	﹤0.01%	396
2019 Q4	$97K	Buy	+263	New	+$25K	0.07%	330
2019 Q2	–	Sell	-12	Closed	-$1K	–	1364
2019 Q1	$1K	Buy	+12	New	+$1.03K	﹤0.01%	1095

Other funds holding EXI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Gravity Asset Management's EXI Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of iShares Global Industrials ETF (EXI) in Q1 2024, closing a stake of 5 shares — an estimated $691 sold.

Financial Gravity Asset Management first reported a position in EXI in Q1 2019 and held it in 6 quarters. The position peaked at $119K in Q2 2021. 82 funds tracked by Wall St. Rank hold EXI as of Q1 2024.

Financial Gravity Asset Management reported no remaining iShares Global Industrials ETF position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 5 iShares Global Industrials ETF shares in Q1 2024, an estimated $691.
Financial Gravity Asset Management first reported a position in iShares Global Industrials ETF in Q1 2019 and held it in 6 quarters.
Financial Gravity Asset Management's iShares Global Industrials ETF position peaked at $119K in Q2 2021.
82 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.