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

Freedom 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
2020
Q2 		– Sell
-12,127
Closed -$1.2M – 609
2020
Q1 		$1.2M Sell
12,127
-328
-3% -$29.3K 0.11% 180
2019
Q4 		$1.21M Buy
+12,455
New +$1.18M 0.11% 185

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Freedom Investment Management's EXI Position: Q2 2020 in Review

Freedom Investment Management sold out of iShares Global Industrials ETF (EXI) in Q2 2020, closing a stake of 12,127 shares — an estimated $1.2M sold.

Freedom Investment Management first reported a position in EXI in Q4 2019 and held it in 2 quarters. The position peaked at $1.21M in Q4 2019. 54 funds tracked by Wall St. Rank hold EXI as of Q2 2020.

  • Freedom Investment Management reported no remaining iShares Global Industrials ETF position as of Q2 2020 after selling out during the quarter.
  • Freedom Investment Management sold 12,127 iShares Global Industrials ETF shares in Q2 2020, an estimated $1.2M.
  • Freedom Investment Management first reported a position in iShares Global Industrials ETF in Q4 2019 and held it in 2 quarters.
  • Freedom Investment Management's iShares Global Industrials ETF position peaked at $1.21M in Q4 2019.
  • 54 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2020.

Based on Freedom Investment Management's 13F filing for Q2 2020, filed 10 Aug 2020.