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Measured Wealth Private Client Group’s iShares Global Industrials ETF EXI Stock Holding History

Measured Wealth Private Client Group’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
2018
Q4 		– Sell
-33
Closed -$3K – 287
2018
Q3 		$3K Buy
+33
New +$3.01K ﹤0.01% 738

Other funds holding EXI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return

Measured Wealth Private Client Group's EXI Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of iShares Global Industrials ETF (EXI) in Q4 2018, closing a stake of 33 shares — an estimated $3K sold.

Measured Wealth Private Client Group first reported a position in EXI in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 50 funds tracked by Wall St. Rank hold EXI as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining iShares Global Industrials ETF position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 33 iShares Global Industrials ETF shares in Q4 2018, an estimated $3K.
  • Measured Wealth Private Client Group first reported a position in iShares Global Industrials ETF in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's iShares Global Industrials ETF position peaked at $3K in Q3 2018.
  • 50 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.