BMS Financial Advisors’s iShares Global Financials ETF IXG Stock Holding History

BMS Financial Advisors’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
2023 Q1	–	Sell	-20,498	Closed	-$1.64M	–	113
2022 Q4	$1.64M	Buy	+20,498	New	+$1.4M	1.09%	16
2022 Q3	–	Sell	-20,850	Closed	-$1.67M	–	109
2022 Q2	$1.67M	Buy	+20,850	New	+$1.51M	1.09%	16
2022 Q1	–	Sell	-20,879	Closed	-$1.67M	–	107
2021 Q4	$1.67M	Buy	+20,879	New	+$1.69M	1.06%	16

Other funds holding IXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

BMS Financial Advisors's IXG Position: Q1 2023 in Review

BMS Financial Advisors sold out of iShares Global Financials ETF (IXG) in Q1 2023, closing a stake of 20,498 shares — an estimated $1.64M sold.

BMS Financial Advisors first reported a position in IXG in Q4 2021 and held it in 3 quarters. The position peaked at $1.67M in Q4 2021. 131 funds tracked by Wall St. Rank hold IXG as of Q1 2023.

BMS Financial Advisors reported no remaining iShares Global Financials ETF position as of Q1 2023 after selling out during the quarter.
BMS Financial Advisors sold 20,498 iShares Global Financials ETF shares in Q1 2023, an estimated $1.64M.
BMS Financial Advisors first reported a position in iShares Global Financials ETF in Q4 2021 and held it in 3 quarters.
BMS Financial Advisors's iShares Global Financials ETF position peaked at $1.67M in Q4 2021.
131 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2023.

Based on BMS Financial Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.