TCM
EXI icon

TruNorth Capital Management’s iShares Global Industrials ETF EXI Stock Holding History

TruNorth Capital 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
2025
Q4 		– Sell
-73
Closed -$12.6K – 213
2025
Q3 		$12.6K Hold
73
– – ﹤0.01% 324
2025
Q2 		$12.1K Hold
73
– – ﹤0.01% 276
2025
Q1 		$10.6K Hold
73
– – ﹤0.01% 356
2024
Q4 		$10.3K Hold
73
– – ﹤0.01% 280
2024
Q3 		$10.9K Hold
73
– – ﹤0.01% 277
2024
Q2 		$9.86K Hold
73
– – ﹤0.01% 251
2024
Q1 		$10.2K Buy
+73
New +$9.58K ﹤0.01% 177

Other funds holding EXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return