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Impact Partnership Wealth’s iShares Global Industrials ETF EXI Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-100
Closed -$14K – 359
2024
Q1 		$14K Hold
100
– – 0.01% 419
2023
Q4 		$12.7K Hold
100
– – ﹤0.01% 468
2023
Q3 		$11.3K Buy
+100
New +$11.9K ﹤0.01% 576

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Impact Partnership Wealth's EXI Position: Q2 2024 in Review

Impact Partnership Wealth sold out of iShares Global Industrials ETF (EXI) in Q2 2024, closing a stake of 100 shares — an estimated $14K sold.

Impact Partnership Wealth first reported a position in EXI in Q3 2023 and held it in 3 quarters. The position peaked at $14K in Q1 2024. 81 funds tracked by Wall St. Rank hold EXI as of Q2 2024.

  • Impact Partnership Wealth reported no remaining iShares Global Industrials ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 100 iShares Global Industrials ETF shares in Q2 2024, an estimated $14K.
  • Impact Partnership Wealth first reported a position in iShares Global Industrials ETF in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's iShares Global Industrials ETF position peaked at $14K in Q1 2024.
  • 81 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.