GRP
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Global Retirement Partners’s iShares Global Industrials ETF EXI Stock Holding History

Global Retirement Partners’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
Q4 		$2.4K Buy
+17
New +$2.51K ﹤0.01% 3000
2024
Q3 		– Sell
-100
Closed -$13.5K – 3552
2024
Q2 		$13.5K Hold
100
– – ﹤0.01% 2182
2024
Q1 		$14K Hold
100
– – ﹤0.01% 1967
2023
Q4 		$12.5K Hold
100
– – ﹤0.01% 1971
2023
Q3 		$11.1K Buy
+100
New +$11.9K ﹤0.01% 1910
2023
Q2 		– Sell
-8
Closed -$912 – 3212
2023
Q1 		$912 Buy
+8
New +$893 ﹤0.01% 2762
2018
Q4 		– Sell
-204
Closed -$19K – 1483
2018
Q3 		$19K Hold
204
– – ﹤0.01% 827
2018
Q2 		$18K Buy
+204
New +$18.7K ﹤0.01% 824

Other funds holding EXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Global Retirement Partners's EXI Position: Q4 2024 in Review

Global Retirement Partners opened a new position in iShares Global Industrials ETF (EXI) in Q4 2024: 17 shares worth $2.4K. The stake represents ﹤0.01% of the portfolio and ranks #3000 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in EXI as recently as Q2 2024.

Global Retirement Partners first reported a position in EXI in Q2 2018 and has held it in 8 quarters since. The position peaked at $19K in Q3 2018. 101 funds tracked by Wall St. Rank hold EXI as of Q4 2024.

  • Global Retirement Partners held 17 shares of iShares Global Industrials ETF worth $2.4K as of Q4 2024.
  • iShares Global Industrials ETF was a new Global Retirement Partners position in Q4 2024.
  • iShares Global Industrials ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #3000 holding.
  • Global Retirement Partners first reported a position in iShares Global Industrials ETF in Q2 2018 and has held it in 8 quarters since.
  • Global Retirement Partners's iShares Global Industrials ETF position peaked at $19K in Q3 2018.
  • 101 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.