Carroll Financial Associates’s iShares Global Financials ETF IXG Stock Holding History

Carroll Financial Associates’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	$9K	Buy	+117	New	+$9.47K	﹤0.01%	1198

Other funds holding IXG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Carroll Financial Associates's IXG Position: Q4 2021 in Review

Carroll Financial Associates opened a new position in iShares Global Financials ETF (IXG) in Q4 2021: 117 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #1198 among its holdings.

307 funds tracked by Wall St. Rank hold IXG as of Q4 2021.

Carroll Financial Associates held 117 shares of iShares Global Financials ETF worth $9K as of Q4 2021.
iShares Global Financials ETF was a new Carroll Financial Associates position in Q4 2021.
iShares Global Financials ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1198 holding.
307 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.