AWM
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Argent Wealth Management’s iShares Global Financials ETF IXG Stock Holding History

Argent Wealth 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
2020
Q2 		$393K Sell
7,026
-967
-12% -$48.7K 0.07% 124
2020
Q1 		$377K Sell
7,993
-12,894
-62% -$792K 0.08% 119
2019
Q4 		$1.44M Buy
+20,887
New +$1.39M 0.24% 68

Other funds holding IXG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Argent Wealth Management's IXG Position: Q2 2020 in Review

Argent Wealth Management reduced its iShares Global Financials ETF (IXG) stake by 12% in Q2 2020, selling an estimated $48.7K and leaving 7,026 shares worth $393K. The position accounts for 0.07% of the portfolio, ranked #124.

Argent Wealth Management first reported a position in IXG in Q4 2019 and has held it in 3 quarters since. The position peaked at $1.44M in Q4 2019. 56 funds tracked by Wall St. Rank hold IXG as of Q2 2020.

  • Argent Wealth Management held 7,026 shares of iShares Global Financials ETF worth $393K as of Q2 2020.
  • Argent Wealth Management sold 967 iShares Global Financials ETF shares in Q2 2020, an estimated $48.7K.
  • iShares Global Financials ETF made up 0.07% of Argent Wealth Management's portfolio in Q2 2020, its #124 holding.
  • Argent Wealth Management first reported a position in iShares Global Financials ETF in Q4 2019 and has held it in 3 quarters since.
  • Argent Wealth Management's iShares Global Financials ETF position peaked at $1.44M in Q4 2019.
  • 56 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.