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Bristlecone Advisors’s iShares Global Financials ETF IXG Stock Holding History

Bristlecone 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
2020
Q4 		– Sell
-2,718
Closed -$144K – 203
2020
Q3 		$144K Buy
+2,718
New +$148K 0.03% 181
2020
Q1 		– Sell
-3,578
Closed -$246K – 177
2019
Q4 		$246K Buy
+3,578
New +$238K 0.05% 181

Other funds holding IXG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bristlecone Advisors's IXG Position: Q4 2020 in Review

Bristlecone Advisors sold out of iShares Global Financials ETF (IXG) in Q4 2020, closing a stake of 2,718 shares — an estimated $144K sold.

Bristlecone Advisors first reported a position in IXG in Q4 2019 and held it in 2 quarters. The position peaked at $246K in Q4 2019. 55 funds tracked by Wall St. Rank hold IXG as of Q4 2020.

  • Bristlecone Advisors reported no remaining iShares Global Financials ETF position as of Q4 2020 after selling out during the quarter.
  • Bristlecone Advisors sold 2,718 iShares Global Financials ETF shares in Q4 2020, an estimated $144K.
  • Bristlecone Advisors first reported a position in iShares Global Financials ETF in Q4 2019 and held it in 2 quarters.
  • Bristlecone Advisors's iShares Global Financials ETF position peaked at $246K in Q4 2019.
  • 55 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2020.

Based on Bristlecone Advisors's 13F filing for Q4 2020, filed 25 Jan 2021.