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SYSTM Wealth Solutions’s iShares Global Industrials ETF EXI Stock Holding History

SYSTM Wealth Solutions’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
Q3 		$3.29K Buy
22
+13
+144% +$1.82K 0.1% 49
2024
Q2 		$1.24K Hold
9
– – ﹤0.01% 641
2024
Q1 		$1.27K Sell
9
-16
-64% -$2.1K ﹤0.01% 933
2023
Q4 		$3.19K Buy
+25
New +$2.92K ﹤0.01% 911

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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SYSTM Wealth Solutions's EXI Position: Q3 2024 in Review

SYSTM Wealth Solutions increased its iShares Global Industrials ETF (EXI) stake by 144% in Q3 2024, buying an estimated $1.82K and bringing the position to 22 shares worth $3.29K. The position accounts for 0.1% of the portfolio, ranked #49.

SYSTM Wealth Solutions first reported a position in EXI in Q4 2023 and has held it in 4 quarters since. 89 funds tracked by Wall St. Rank hold EXI as of Q3 2024.

  • SYSTM Wealth Solutions held 22 shares of iShares Global Industrials ETF worth $3.29K as of Q3 2024.
  • SYSTM Wealth Solutions bought 13 iShares Global Industrials ETF shares in Q3 2024, an estimated $1.82K.
  • iShares Global Industrials ETF made up 0.1% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #49 holding.
  • SYSTM Wealth Solutions first reported a position in iShares Global Industrials ETF in Q4 2023 and has held it in 4 quarters since.
  • 89 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.