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Beaumont Capital Management’s iShares Global Financials ETF IXG Stock Holding History

Beaumont Capital 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
2021
Q3 		– Sell
-8,025
Closed -$622K – 45
2021
Q2 		$622K Buy
+8,025
New +$626K 0.61% 23

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LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Beaumont Capital Management's IXG Position: Q3 2021 in Review

Beaumont Capital Management sold out of iShares Global Financials ETF (IXG) in Q3 2021, closing a stake of 8,025 shares — an estimated $622K sold.

Beaumont Capital Management first reported a position in IXG in Q2 2021 and held it in 1 quarter. The position peaked at $622K in Q2 2021. 263 funds tracked by Wall St. Rank hold IXG as of Q3 2021.

  • Beaumont Capital Management reported no remaining iShares Global Financials ETF position as of Q3 2021 after selling out during the quarter.
  • Beaumont Capital Management sold 8,025 iShares Global Financials ETF shares in Q3 2021, an estimated $622K.
  • Beaumont Capital Management first reported a position in iShares Global Financials ETF in Q2 2021 and held it in 1 quarter.
  • Beaumont Capital Management's iShares Global Financials ETF position peaked at $622K in Q2 2021.
  • 263 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2021.

Based on Beaumont Capital Management's 13F filing for Q3 2021, filed 3 Nov 2021.