Bank Julius Baer & Co’s iShares Global Financials ETF IXG Stock Holding History

Bank Julius Baer & Co’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	–	Sell	-3,376	Closed	-$222K	–	606
2022 Q2	$222K	Buy	3,376 +86	+3%	+$6.22K	﹤0.01%	398
2022 Q1	$261K	Buy	3,290 +68	+2%	+$5.49K	﹤0.01%	392
2021 Q4	$258K	Buy	+3,222	New	+$261K	﹤0.01%	512

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 $908M AUM 24.22% 1-Year Est. Return

Bank Julius Baer & Co's IXG Position: Q3 2022 in Review

Bank Julius Baer & Co sold out of iShares Global Financials ETF (IXG) in Q3 2022, closing a stake of 3,376 shares — an estimated $222K sold.

Bank Julius Baer & Co first reported a position in IXG in Q4 2021 and held it in 3 quarters. The position peaked at $261K in Q1 2022. 143 funds tracked by Wall St. Rank hold IXG as of Q3 2022.

Bank Julius Baer & Co reported no remaining iShares Global Financials ETF position as of Q3 2022 after selling out during the quarter.
Bank Julius Baer & Co sold 3,376 iShares Global Financials ETF shares in Q3 2022, an estimated $222K.
Bank Julius Baer & Co first reported a position in iShares Global Financials ETF in Q4 2021 and held it in 3 quarters.
Bank Julius Baer & Co's iShares Global Financials ETF position peaked at $261K in Q1 2022.
143 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2022.

Based on Bank Julius Baer & Co's 13F filing for Q3 2022, filed 4 Nov 2022.