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

Baystate 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
2022 Q2	–	Sell	-82	Closed	-$7K	–	926
2022 Q1	$7K	Sell	82 -4,337	-98%	-$350K	﹤0.01%	622
2021 Q4	$354K	Buy	4,419 +1,056	+31%	+$85.5K	0.03%	131
2021 Q3	$264K	Buy	3,363 +972	+41%	+$76.2K	0.03%	134
2021 Q2	$186K	Buy	+2,391	New	+$186K	0.02%	150

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

OWA

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

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

Baystate Wealth Management's IXG Position: Q2 2022 in Review

Baystate Wealth Management sold out of iShares Global Financials ETF (IXG) in Q2 2022, closing a stake of 82 shares — an estimated $7K sold.

Baystate Wealth Management first reported a position in IXG in Q2 2021 and held it in 4 quarters. The position peaked at $354K in Q4 2021. 171 funds tracked by Wall St. Rank hold IXG as of Q2 2022.

Baystate Wealth Management reported no remaining iShares Global Financials ETF position as of Q2 2022 after selling out during the quarter.
Baystate Wealth Management sold 82 iShares Global Financials ETF shares in Q2 2022, an estimated $7K.
Baystate Wealth Management first reported a position in iShares Global Financials ETF in Q2 2021 and held it in 4 quarters.
Baystate Wealth Management's iShares Global Financials ETF position peaked at $354K in Q4 2021.
171 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2022.

Based on Baystate Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.