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Bernardo Wealth Planning’s iShares Global Financials ETF IXG Stock Holding History

Bernardo Wealth Planning’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
Q4 		– Sell
-5,805
Closed -$376K – 91
2022
Q3 		$376K Sell
5,805
-1,377
-19% -$92.3K 0.21% 51
2022
Q2 		$472K Sell
7,182
-56,694
-89% -$4.1M 0.27% 48
2022
Q1 		$5.08M Sell
63,876
-291
-0.5% -$23.5K 2.52% 13
2021
Q4 		$5.14M Buy
64,167
+2,494
+4% +$202K 2.51% 13
2021
Q3 		$4.84M Buy
61,673
+6,990
+13% +$548K 2.81% 11
2021
Q2 		$4.24M Buy
+54,683
New +$4.26M 2.55% 12

Other funds holding IXG

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return