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

Tower View 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
2024
Q4 		– Sell
-32
Closed -$4.76K – 205
2024
Q3 		$4.76K Buy
+32
New +$4.49K ﹤0.01% 162

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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

Tower View Wealth Management's EXI Position: Q4 2024 in Review

Tower View Wealth Management sold out of iShares Global Industrials ETF (EXI) in Q4 2024, closing a stake of 32 shares — an estimated $4.76K sold.

Tower View Wealth Management first reported a position in EXI in Q3 2024 and held it in 1 quarter. The position peaked at $4.76K in Q3 2024. 101 funds tracked by Wall St. Rank hold EXI as of Q4 2024.

  • Tower View Wealth Management reported no remaining iShares Global Industrials ETF position as of Q4 2024 after selling out during the quarter.
  • Tower View Wealth Management sold 32 iShares Global Industrials ETF shares in Q4 2024, an estimated $4.76K.
  • Tower View Wealth Management first reported a position in iShares Global Industrials ETF in Q3 2024 and held it in 1 quarter.
  • Tower View Wealth Management's iShares Global Industrials ETF position peaked at $4.76K in Q3 2024.
  • 101 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q4 2024.

Based on Tower View Wealth Management's 13F filing for Q4 2024, filed 5 Feb 2025.