CWM
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CCG Wealth Management’s iShares Global Financials ETF IXG Stock Holding History

CCG Wealth Management’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
-18,023
Closed -$1.41M – 108
2021
Q3 		$1.41M Buy
+18,023
New +$1.41M 0.82% 30

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

CCG Wealth Management's IXG Position: Q4 2021 in Review

CCG Wealth Management sold out of iShares Global Financials ETF (IXG) in Q4 2021, closing a stake of 18,023 shares — an estimated $1.41M sold.

CCG Wealth Management first reported a position in IXG in Q3 2021 and held it in 1 quarter. The position peaked at $1.41M in Q3 2021. 307 funds tracked by Wall St. Rank hold IXG as of Q4 2021.

  • CCG Wealth Management reported no remaining iShares Global Financials ETF position as of Q4 2021 after selling out during the quarter.
  • CCG Wealth Management sold 18,023 iShares Global Financials ETF shares in Q4 2021, an estimated $1.41M.
  • CCG Wealth Management first reported a position in iShares Global Financials ETF in Q3 2021 and held it in 1 quarter.
  • CCG Wealth Management's iShares Global Financials ETF position peaked at $1.41M in Q3 2021.
  • 307 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2021.

Based on CCG Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.