Clearview Wealth Advisors’s iShares Global Financials ETF IXG Stock Holding History

Clearview Wealth Advisors’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 Q3	–	Sell	-915	Closed	-$65.5K	–	374
2023 Q2	$65.5K	Buy	915 +11	+1%	+$773	0.07%	180
2023 Q1	$62.4K	Sell	904 -165	-15%	-$12K	0.06%	182
2022 Q4	$75.1K	Sell	1,069 -214	-17%	-$14.6K	0.06%	140
2022 Q3	$79K	Sell	1,283 -296	-19%	-$19.8K	0.06%	133
2022 Q2	$104K	Sell	1,579 -27	-2%	-$1.95K	0.08%	122
2022 Q1	$128K	Sell	1,606 -15,630	-91%	-$1.26M	0.08%	116
2021 Q4	$1.38M	Sell	17,236 -4,629	-21%	-$375K	0.84%	26
2021 Q3	$1.72M	Sell	21,865 -5,107	-19%	-$400K	1.09%	23
2021 Q2	$2.09M	Buy	+26,972	New	+$2.1M	1.29%	18

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AIC

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clearview Wealth Advisors's IXG Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of iShares Global Financials ETF (IXG) in Q3 2023, closing a stake of 915 shares — an estimated $65.5K sold.

Clearview Wealth Advisors first reported a position in IXG in Q2 2021 and held it in 9 quarters. The position peaked at $2.09M in Q2 2021. 112 funds tracked by Wall St. Rank hold IXG as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares Global Financials ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 915 iShares Global Financials ETF shares in Q3 2023, an estimated $65.5K.
Clearview Wealth Advisors first reported a position in iShares Global Financials ETF in Q2 2021 and held it in 9 quarters.
Clearview Wealth Advisors's iShares Global Financials ETF position peaked at $2.09M in Q2 2021.
112 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.