Laidlaw Wealth Management’s iShares Global Industrials ETF EXI Stock Holding History

Laidlaw Wealth 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
2025 Q1	–	Sell	-4,445	Closed	-$628K	–	79
2024 Q4	$628K	Hold	4,445	–	–	0.27%	90
2024 Q3	$661K	Hold	4,445	–	–	0.33%	85
2024 Q2	$600K	Sell	4,445 -970	-18%	-$133K	0.33%	82
2024 Q1	$756K	Hold	5,415	–	–	0.42%	67
2023 Q4	$690K	Sell	5,415 -101	-2%	-$11.8K	0.25%	105
2023 Q3	$623K	Hold	5,516	–	–	0.21%	119
2023 Q2	$663K	Sell	5,516 -203	-4%	-$23.4K	0.13%	174
2023 Q1	$653K	Hold	5,719	–	–	0.13%	171
2022 Q4	$609K	Buy	+5,719	New	+$589K	0.13%	171
2022 Q3	–	Sell	-6,077	Closed	-$584K	–	336
2022 Q2	$584K	Hold	6,077	–	–	0.12%	181
2022 Q1	$705K	Hold	6,077	–	–	0.12%	176
2021 Q4	$750K	Buy	+6,077	New	+$740K	0.12%	169
2021 Q1	–	Sell	-6,032	Closed	-$644K	–	262
2020 Q4	$644K	Hold	6,032	–	–	0.14%	161
2020 Q3	$562K	Sell	6,032 -18	-0.3%	-$1.63K	0.25%	104
2020 Q2	$505K	Sell	6,050 -289	-5%	-$22.6K	0.26%	101
2020 Q1	$450K	Buy	+6,339	New	+$566K	0.29%	95

Other funds holding EXI

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

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

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

PCH

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

CIM

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

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

Laidlaw Wealth Management's EXI Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of iShares Global Industrials ETF (EXI) in Q1 2025, closing a stake of 4,445 shares — an estimated $628K sold.

Laidlaw Wealth Management first reported a position in EXI in Q1 2020 and held it in 16 quarters. The position peaked at $756K in Q1 2024. 96 funds tracked by Wall St. Rank hold EXI as of Q1 2025.

Laidlaw Wealth Management reported no remaining iShares Global Industrials ETF position as of Q1 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 4,445 iShares Global Industrials ETF shares in Q1 2025, an estimated $628K.
Laidlaw Wealth Management first reported a position in iShares Global Industrials ETF in Q1 2020 and held it in 16 quarters.
Laidlaw Wealth Management's iShares Global Industrials ETF position peaked at $756K in Q1 2024.
96 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.