Cedar Brook Financial Partners’s iShares Global Financials ETF IXG Stock Holding History

Cedar Brook Financial Partners’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 Q2	–	Sell	-2,651	Closed	-$230K	–	223
2024 Q1	$230K	Sell	2,651 -183	-6%	-$14.9K	0.05%	381
2023 Q4	$221K	Sell	2,834 -44	-2%	-$3.21K	0.05%	364
2023 Q3	$203K	Hold	2,878	–	–	0.05%	352
2023 Q2	$206K	Buy	+2,878	New	+$202K	0.05%	380
2023 Q1	–	Sell	-2,880	Closed	-$202K	–	398
2022 Q4	$202K	Buy	+2,880	New	+$197K	0.06%	352
2022 Q2	–	Sell	-2,801	Closed	-$223K	–	372
2022 Q1	$223K	Buy	2,801 +218	+8%	+$17.6K	0.06%	339
2021 Q4	$207K	Buy	+2,583	New	+$209K	0.05%	357
2021 Q3	–	Sell	-2,583	Closed	-$200K	–	363
2021 Q2	$200K	Buy	+2,583	New	+$201K	0.06%	356

Other funds holding IXG

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

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

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

Cedar Brook Financial Partners's IXG Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of iShares Global Financials ETF (IXG) in Q2 2024, closing a stake of 2,651 shares — an estimated $230K sold.

Cedar Brook Financial Partners first reported a position in IXG in Q2 2021 and held it in 8 quarters. The position peaked at $230K in Q1 2024. 118 funds tracked by Wall St. Rank hold IXG as of Q2 2024.

Cedar Brook Financial Partners reported no remaining iShares Global Financials ETF position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 2,651 iShares Global Financials ETF shares in Q2 2024, an estimated $230K.
Cedar Brook Financial Partners first reported a position in iShares Global Financials ETF in Q2 2021 and held it in 8 quarters.
Cedar Brook Financial Partners's iShares Global Financials ETF position peaked at $230K in Q1 2024.
118 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.