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FGAM
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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-10
Closed
-$1.28K
–
1995
2023
Q4
$1.28K
Buy
10
+5
+100%
+$584
﹤0.01%
1029
2023
Q3
$586
Buy
+5
New
+$595
﹤0.01%
806
2023
Q2
–
Sell
-114
Closed
-$619
–
1690
2023
Q1
$619
Buy
+114
New
+$12.7K
0.02%
424
2022
Q4
–
Sell
-90
Closed
-$488
–
1464
2022
Q3
$488
Sell
90
-6
-6%
-$601
0.02%
394
2022
Q2
$521
Sell
96
-20
-17%
-$2.1K
0.02%
384
2022
Q1
$629
Sell
116
-7
-6%
-$813
0.02%
384
2021
Q4
$670
Buy
123
+118
+2,360%
+$14.4K
0.02%
443
2021
Q3
$118K
Hold
5
–
–
0.06%
307
2021
Q2
$119K
Hold
5
–
–
0.04%
305
2021
Q1
$620
Hold
5
–
–
0.01%
381
2020
Q4
$1K
Buy
+5
New
+$505
﹤0.01%
396
2020
Q2
–
Sell
-5
Closed
-$375
–
300
2020
Q1
$375
Sell
5
-258
-98%
-$23K
﹤0.01%
603
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
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1-Year Est. Return
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1-Year Est. Return
RBA
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$3.45B AUM
16.24%
1-Year Est. Return
WBG
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$2.65B AUM
20.73%
1-Year Est. Return
CIM
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$1.79B AUM
28.1%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Citadel Advisors
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$618B AUM
30.34%
1-Year Est. Return
PCH
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$6.4B AUM
18.53%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$570B AUM
27.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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