1834 Investment Advisors’s iShares Global Financials ETF IXG Stock Holding History

1834 Investment Advisors’s Portfolio IXG Stock Details IXG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-316	Closed	-$22K	–	441
2018 Q1	$22K	Hold	316	–	–	﹤0.01%	342
2017 Q4	$22K	Buy	+316	New	+$21.6K	﹤0.01%	355

Other funds holding IXG

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

1834 Investment Advisors's IXG Position: Q2 2018 in Review

1834 Investment Advisors sold out of iShares Global Financials ETF (IXG) in Q2 2018, closing a stake of 316 shares — an estimated $22K sold.

1834 Investment Advisors first reported a position in IXG in Q4 2017 and held it in 2 quarters. The position peaked at $22K in Q1 2018. 77 funds tracked by Wall St. Rank hold IXG as of Q2 2018.

1834 Investment Advisors reported no remaining iShares Global Financials ETF position as of Q2 2018 after selling out during the quarter.
1834 Investment Advisors sold 316 iShares Global Financials ETF shares in Q2 2018, an estimated $22K.
1834 Investment Advisors first reported a position in iShares Global Financials ETF in Q4 2017 and held it in 2 quarters.
1834 Investment Advisors's iShares Global Financials ETF position peaked at $22K in Q1 2018.
77 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2018.

Based on 1834 Investment Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.