CWC
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Carolinas Wealth Consulting’s iShares Global Financials ETF IXG Stock Holding History

Carolinas Wealth Consulting’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
Q4 		– Sell
-184
Closed -$14K – 991
2021
Q3 		$14K Buy
184
+1
+0.5% +$78 ﹤0.01% 541
2021
Q2 		$14K Hold
183
– – ﹤0.01% 566
2021
Q1 		$13K Hold
183
– – ﹤0.01% 590
2020
Q4 		$12K Buy
183
+2
+1% +$119 ﹤0.01% 555
2020
Q3 		$10K Hold
181
– – ﹤0.01% 483
2020
Q2 		$9K Buy
181
+3
+2% +$151 ﹤0.01% 353
2020
Q1 		$8K Buy
+178
New +$10.9K ﹤0.01% 157

Other funds holding IXG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return