Householder Group Estate & Retirement Specialist’s iShares Global Industrials ETF EXI Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023 Q1	$22K	Buy	+196	New	+$21.9K	0.01%	616
2022 Q4	–	Sell	-196	Closed	-$17K	–	552
2022 Q3	$17K	Buy	+196	New	+$19.6K	0.01%	608

Other funds holding EXI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's EXI Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in iShares Global Industrials ETF (EXI) in Q1 2023: 196 shares worth $22K. The stake represents 0.01% of the portfolio and ranks #616 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in EXI as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in EXI in Q3 2022 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold EXI as of Q1 2023.

Householder Group Estate & Retirement Specialist held 196 shares of iShares Global Industrials ETF worth $22K as of Q1 2023.
iShares Global Industrials ETF was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
iShares Global Industrials ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #616 holding.
Householder Group Estate & Retirement Specialist first reported a position in iShares Global Industrials ETF in Q3 2022 and has held it in 2 quarters since.
60 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.