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 New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

TRUE Private Wealth Advisors's EXI Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of iShares Global Industrials ETF (EXI) in Q1 2021, closing a stake of 81 shares — an estimated $8K sold.

TRUE Private Wealth Advisors first reported a position in EXI in Q3 2018 and held it in 7 quarters. The position peaked at $17.5K in Q3 2018. 66 funds tracked by Wall St. Rank hold EXI as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining iShares Global Industrials ETF position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 81 iShares Global Industrials ETF shares in Q1 2021, an estimated $8K.
TRUE Private Wealth Advisors first reported a position in iShares Global Industrials ETF in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's iShares Global Industrials ETF position peaked at $17.5K in Q3 2018.
66 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.