United Capital Financial Advisors’s iShares Global Industrials ETF EXI Stock Holding History

United Capital Financial 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
2020 Q2	–	Sell	-4,969	Closed	-$353K	–	1206
2020 Q1	$353K	Sell	4,969 -100	-2%	-$8.93K	﹤0.01%	934
2019 Q4	$493K	Sell	5,069 -200	-4%	-$19K	﹤0.01%	995
2019 Q3	$481K	Hold	5,269	–	–	﹤0.01%	964
2019 Q2	$483K	Buy	+5,269	New	+$476K	﹤0.01%	1064

Other funds holding EXI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

United Capital Financial Advisors's EXI Position: Q2 2020 in Review

United Capital Financial Advisors sold out of iShares Global Industrials ETF (EXI) in Q2 2020, closing a stake of 4,969 shares — an estimated $353K sold.

United Capital Financial Advisors first reported a position in EXI in Q2 2019 and held it in 4 quarters. The position peaked at $493K in Q4 2019. 54 funds tracked by Wall St. Rank hold EXI as of Q2 2020.

United Capital Financial Advisors reported no remaining iShares Global Industrials ETF position as of Q2 2020 after selling out during the quarter.
United Capital Financial Advisors sold 4,969 iShares Global Industrials ETF shares in Q2 2020, an estimated $353K.
United Capital Financial Advisors first reported a position in iShares Global Industrials ETF in Q2 2019 and held it in 4 quarters.
United Capital Financial Advisors's iShares Global Industrials ETF position peaked at $493K in Q4 2019.
54 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2020.

Based on United Capital Financial Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.