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

Centurion 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
2023 Q4	–	Sell	-42,050	Closed	-$2.96M	–	174
2023 Q3	$2.96M	Buy	42,050 +252	+0.6%	+$18.3K	1.45%	17
2023 Q2	$2.99M	Buy	41,798 +1,156	+3%	+$81.2K	1.44%	18
2023 Q1	$2.8M	Buy	40,642 +1,620	+4%	+$118K	1.43%	18
2022 Q4	$2.74M	Buy	+39,022	New	+$2.67M	1.55%	17

Other funds holding IXG

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

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

Bank of America

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

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

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return