Lido Advisors
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Lido Advisors’s iShares Global Industrials ETF EXI Stock Holding History

Lido Advisors’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
2022
Q2 		– Sell
-2,238
Closed -$259K – 978
2022
Q1 		$259K Hold
2,238
– – ﹤0.01% 862
2021
Q4 		$276K Sell
2,238
-151
-6% -$18.4K ﹤0.01% 838
2021
Q3 		$280K Sell
2,389
-125
-5% -$15.2K ﹤0.01% 769
2021
Q2 		$300K Sell
2,514
-23
-0.9% -$2.77K ﹤0.01% 719
2021
Q1 		$294K Buy
2,537
+205
+9% +$22.6K 0.01% 665
2020
Q4 		$248K Buy
+2,332
New +$235K 0.01% 689

Other funds holding EXI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors's EXI Position: Q2 2022 in Review

Lido Advisors sold out of iShares Global Industrials ETF (EXI) in Q2 2022, closing a stake of 2,238 shares — an estimated $259K sold.

Lido Advisors first reported a position in EXI in Q4 2020 and held it in 6 quarters. The position peaked at $300K in Q2 2021. 60 funds tracked by Wall St. Rank hold EXI as of Q2 2022.

  • Lido Advisors reported no remaining iShares Global Industrials ETF position as of Q2 2022 after selling out during the quarter.
  • Lido Advisors sold 2,238 iShares Global Industrials ETF shares in Q2 2022, an estimated $259K.
  • Lido Advisors first reported a position in iShares Global Industrials ETF in Q4 2020 and held it in 6 quarters.
  • Lido Advisors's iShares Global Industrials ETF position peaked at $300K in Q2 2021.
  • 60 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2022.

Based on Lido Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.