3LCM
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3D/L Capital Management’s iShares Global Financials ETF IXG Stock Holding History

3D/L Capital Management’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
2021
Q3 		– Sell
-2,634
Closed -$204K – 134
2021
Q2 		$204K Buy
+2,634
New +$205K 0.05% 122

Other funds holding IXG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

3D/L Capital Management's IXG Position: Q3 2021 in Review

3D/L Capital Management sold out of iShares Global Financials ETF (IXG) in Q3 2021, closing a stake of 2,634 shares — an estimated $204K sold.

3D/L Capital Management first reported a position in IXG in Q2 2021 and held it in 1 quarter. The position peaked at $204K in Q2 2021. 263 funds tracked by Wall St. Rank hold IXG as of Q3 2021.

  • 3D/L Capital Management reported no remaining iShares Global Financials ETF position as of Q3 2021 after selling out during the quarter.
  • 3D/L Capital Management sold 2,634 iShares Global Financials ETF shares in Q3 2021, an estimated $204K.
  • 3D/L Capital Management first reported a position in iShares Global Financials ETF in Q2 2021 and held it in 1 quarter.
  • 3D/L Capital Management's iShares Global Financials ETF position peaked at $204K in Q2 2021.
  • 263 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2021.

Based on 3D/L Capital Management's 13F filing for Q3 2021, filed 12 Nov 2021.