Gladstone Institutional Advisory’s iShares Global Industrials ETF EXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $590K | Sell |
3,570
-2,894
| -45% | -$479K | 0.02% | 452 |
|
|
2025
Q1 | $940K | Buy |
6,464
+1,420
| +28% | +$206K | 0.04% | 337 |
|
|
2024
Q4 | $712K | Buy |
5,044
+1,582
| +46% | +$223K | 0.03% | 382 |
|
|
2024
Q3 | $515K | Buy |
3,462
+1,141
| +49% | +$170K | 0.03% | 441 |
|
|
2024
Q2 | $314K | Sell |
2,321
-901
| -28% | -$122K | 0.02% | 528 |
|
|
2024
Q1 | $450K | Sell |
3,222
-5,934
| -65% | -$829K | 0.02% | 440 |
|
|
2023
Q4 | $1.17M | Sell |
9,156
-1,031
| -10% | -$131K | 0.07% | 268 |
|
|
2023
Q3 | $1.15M | Buy |
10,187
+2,695
| +36% | +$305K | 0.07% | 245 |
|
|
2023
Q2 | $901K | Buy |
7,492
+3,754
| +100% | +$451K | 0.05% | 298 |
|
|
2023
Q1 | $427K | Buy |
3,738
+1,599
| +75% | +$183K | 0.03% | 444 |
|
|
2022
Q4 | $228K | Buy |
+2,139
| New | +$228K | 0.02% | 570 |
|
|
2022
Q1 | – | Sell |
-1,679
| Closed | -$207K | – | 719 |
|
|
2021
Q4 | $207K | Buy |
+1,679
| New | +$207K | 0.02% | 558 |
|