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Forvis Mazars Wealth Advisors’s iShares Global Industrials ETF EXI Stock Holding History

Forvis Mazars Wealth Advisors’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
2017
Q1 		– Sell
-6,035
Closed -$455K – 212
2016
Q4 		$455K Buy
+6,035
New +$448K 0.06% 129

Other funds holding EXI

BlackRock
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Forvis Mazars Wealth Advisors's EXI Position: Q1 2017 in Review

Forvis Mazars Wealth Advisors sold out of iShares Global Industrials ETF (EXI) in Q1 2017, closing a stake of 6,035 shares — an estimated $455K sold.

Forvis Mazars Wealth Advisors first reported a position in EXI in Q4 2016 and held it in 1 quarter. The position peaked at $455K in Q4 2016. 52 funds tracked by Wall St. Rank hold EXI as of Q1 2017.

  • Forvis Mazars Wealth Advisors reported no remaining iShares Global Industrials ETF position as of Q1 2017 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 6,035 iShares Global Industrials ETF shares in Q1 2017, an estimated $455K.
  • Forvis Mazars Wealth Advisors first reported a position in iShares Global Industrials ETF in Q4 2016 and held it in 1 quarter.
  • Forvis Mazars Wealth Advisors's iShares Global Industrials ETF position peaked at $455K in Q4 2016.
  • 52 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2017.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2017, filed 14 Apr 2017.