AlphaCore Capital’s iShares Global Financials ETF IXG Stock Holding History

AlphaCore Capital’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
2024 Q1	–	Sell	-1	Closed	-$94	–	274
2023 Q4	$94	Hold	1	–	–	﹤0.01%	391
2023 Q3	$83	Hold	1	–	–	﹤0.01%	363
2023 Q2	$85	Hold	1	–	–	﹤0.01%	350
2023 Q1	$80	Hold	1	–	–	﹤0.01%	242
2022 Q4	$82	Hold	1	–	–	﹤0.01%	178
2022 Q3	$0	Hold	1	–	–	﹤0.01%	158
2022 Q2	$0	Buy	+1	New	+$72	﹤0.01%	161
2021 Q4	–	Sell	-85	Closed	-$7K	–	116
2021 Q3	$7K	Buy	+85	New	+$6.66K	﹤0.01%	110

Other funds holding IXG

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

AlphaCore Capital's IXG Position: Q1 2024 in Review

AlphaCore Capital sold out of iShares Global Financials ETF (IXG) in Q1 2024, closing a stake of 1 share — an estimated $94 sold.

AlphaCore Capital first reported a position in IXG in Q3 2021 and held it in 8 quarters. The position peaked at $7K in Q3 2021. 114 funds tracked by Wall St. Rank hold IXG as of Q1 2024.

AlphaCore Capital reported no remaining iShares Global Financials ETF position as of Q1 2024 after selling out during the quarter.
AlphaCore Capital sold 1 iShares Global Financials ETF share in Q1 2024, an estimated $94.
AlphaCore Capital first reported a position in iShares Global Financials ETF in Q3 2021 and held it in 8 quarters.
AlphaCore Capital's iShares Global Financials ETF position peaked at $7K in Q3 2021.
114 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2024.

Based on AlphaCore Capital's 13F filing for Q1 2024, filed 15 May 2024.