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TRUE Private Wealth Advisors’s iShares Global Industrials ETF EXI Stock Holding History

TRUE Private Wealth 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
2021
Q1 		– Sell
-81
Closed -$8K – 391
2020
Q4 		$8K Hold
81
– – ﹤0.01% 558
2020
Q3 		$7K Hold
81
– – ﹤0.01% 530
2020
Q2 		$6K Buy
81
+1
+1% +$78 ﹤0.01% 536
2020
Q1 		$5K Hold
80
– – ﹤0.01% 519
2019
Q4 		$7K Buy
+80
New +$7.6K ﹤0.01% 637
2019
Q3 		– Sell
-80
Closed -$7K – 388
2019
Q2 		$7K Buy
+80
New +$7.23K ﹤0.01% 592
2018
Q4 		– Sell
-187
Closed -$17.5K – 471
2018
Q3 		$17.5K Buy
+187
New +$17.1K ﹤0.01% 634

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
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return