American Portfolios Advisors’s iShares Global Financials ETF IXG Stock Holding History

American Portfolios 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
2022 Q3	$16.1K	Buy	262 +45	+21%	+$3.02K	﹤0.01%	2296
2022 Q2	$14.3K	Sell	217 -88	-29%	-$6.36K	﹤0.01%	2402
2022 Q1	$24.2K	Sell	305 -2,619	-90%	-$212K	﹤0.01%	2267
2021 Q4	$234K	Sell	2,924 -5,837	-67%	-$473K	0.01%	1077
2021 Q3	$687K	Buy	8,761 +6,888	+368%	+$540K	0.03%	576
2021 Q2	$145K	Buy	+1,873	New	+$146K	0.01%	1259
2018 Q1	–	Sell	-250	Closed	-$17.5K	–	2355
2017 Q4	$17.5K	Buy	+250	New	+$17.1K	﹤0.01%	1379

Other funds holding IXG

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

RBA

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

GCA

Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return

American Portfolios Advisors's IXG Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares Global Financials ETF (IXG) stake by 21% in Q3 2022, buying an estimated $3.02K and bringing the position to 262 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2296.

American Portfolios Advisors first reported a position in IXG in Q4 2017 and has held it in 7 quarters since. The position peaked at $687K in Q3 2021. 143 funds tracked by Wall St. Rank hold IXG as of Q3 2022.

American Portfolios Advisors held 262 shares of iShares Global Financials ETF worth $16.1K as of Q3 2022.
American Portfolios Advisors bought 45 iShares Global Financials ETF shares in Q3 2022, an estimated $3.02K.
iShares Global Financials ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2296 holding.
American Portfolios Advisors first reported a position in iShares Global Financials ETF in Q4 2017 and has held it in 7 quarters since.
American Portfolios Advisors's iShares Global Financials ETF position peaked at $687K in Q3 2021.
143 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.