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Bogart Wealth LLC’s iShares Global Financials ETF IXG Stock Holding History

Bogart Wealth LLC’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
2024
Q3 		– Sell
-20
Closed -$1.7K – 1145
2024
Q2 		$1.7K Buy
+20
New +$1.71K ﹤0.01% 954

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bogart Wealth LLC's IXG Position: Q3 2024 in Review

Bogart Wealth LLC sold out of iShares Global Financials ETF (IXG) in Q3 2024, closing a stake of 20 shares — an estimated $1.7K sold.

Bogart Wealth LLC first reported a position in IXG in Q2 2024 and held it in 1 quarter. The position peaked at $1.7K in Q2 2024. 113 funds tracked by Wall St. Rank hold IXG as of Q3 2024.

  • Bogart Wealth LLC reported no remaining iShares Global Financials ETF position as of Q3 2024 after selling out during the quarter.
  • Bogart Wealth LLC sold 20 iShares Global Financials ETF shares in Q3 2024, an estimated $1.7K.
  • Bogart Wealth LLC first reported a position in iShares Global Financials ETF in Q2 2024 and held it in 1 quarter.
  • Bogart Wealth LLC's iShares Global Financials ETF position peaked at $1.7K in Q2 2024.
  • 113 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2024.

Based on Bogart Wealth LLC's 13F filing for Q3 2024, filed 23 Oct 2024.