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Advisor Group’s iShares Global Financials ETF IXG Stock Holding History

Advisor Group’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
2019
Q4 		$142K Buy
2,066
+700
+51% +$46.5K ﹤0.01% 2664
2019
Q3 		$88K Sell
1,366
-116
-8% -$7.29K ﹤0.01% 2981
2019
Q2 		$95K Sell
1,482
-2,268
-60% -$145K ﹤0.01% 2899
2019
Q1 		$231K Buy
3,750
+866
+30% +$53.3K ﹤0.01% 2164
2018
Q4 		$164K Sell
2,884
-1,193
-29% -$73.4K ﹤0.01% 2242
2018
Q3 		$269K Sell
4,077
-38
-0.9% -$2.51K ﹤0.01% 1941
2018
Q2 		$263K Sell
4,115
-786
-16% -$53.7K ﹤0.01% 1770
2018
Q1 		$339K Buy
4,901
+365
+8% +$26.3K ﹤0.01% 1598
2017
Q4 		$317K Buy
4,536
+16
+0.4% +$1.09K ﹤0.01% 1651
2017
Q3 		$301K Buy
4,520
+809
+22% +$52.5K ﹤0.01% 1531
2017
Q2 		$236K Buy
3,711
+1,423
+62% +$87.4K ﹤0.01% 1659
2017
Q1 		$138K Sell
2,288
-548
-19% -$33K ﹤0.01% 1934
2016
Q4 		$164K Buy
2,836
+712
+34% +$39.1K ﹤0.01% 1702
2016
Q3 		$108K Sell
2,124
-997
-32% -$50.1K ﹤0.01% 1950
2016
Q2 		$148K Buy
+3,121
New +$156K ﹤0.01% 1670

Other funds holding IXG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Advisor Group's IXG Position: Q4 2019 in Review

Advisor Group increased its iShares Global Financials ETF (IXG) stake by 51% in Q4 2019, buying an estimated $46.5K and bringing the position to 2,066 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #2664.

Advisor Group first reported a position in IXG in Q2 2016 and has held it in 15 quarters since. The position peaked at $339K in Q1 2018. 78 funds tracked by Wall St. Rank hold IXG as of Q4 2019.

  • Advisor Group held 2,066 shares of iShares Global Financials ETF worth $142K as of Q4 2019.
  • Advisor Group bought 700 iShares Global Financials ETF shares in Q4 2019, an estimated $46.5K.
  • iShares Global Financials ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2664 holding.
  • Advisor Group first reported a position in iShares Global Financials ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares Global Financials ETF position peaked at $339K in Q1 2018.
  • 78 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.