IFAM
EXI icon

Institutional & Family Asset Management’s iShares Global Industrials ETF EXI Stock Holding History

Institutional & Family Asset 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
2023
Q4 		– Sell
-14
Closed -$1.58K – 722
2023
Q3 		$1.58K Buy
+14
New +$1.67K ﹤0.01% 572

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return

Institutional & Family Asset Management's EXI Position: Q4 2023 in Review

Institutional & Family Asset Management sold out of iShares Global Industrials ETF (EXI) in Q4 2023, closing a stake of 14 shares — an estimated $1.58K sold.

Institutional & Family Asset Management first reported a position in EXI in Q3 2023 and held it in 1 quarter. The position peaked at $1.58K in Q3 2023. 80 funds tracked by Wall St. Rank hold EXI as of Q4 2023.

  • Institutional & Family Asset Management reported no remaining iShares Global Industrials ETF position as of Q4 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 14 iShares Global Industrials ETF shares in Q4 2023, an estimated $1.58K.
  • Institutional & Family Asset Management first reported a position in iShares Global Industrials ETF in Q3 2023 and held it in 1 quarter.
  • Institutional & Family Asset Management's iShares Global Industrials ETF position peaked at $1.58K in Q3 2023.
  • 80 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q4 2023.

Based on Institutional & Family Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.