Credit Suisse’s iShares Global Financials ETF IXG Stock Holding History

Credit Suisse’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
2022 Q3	–	Sell	-684	Closed	-$45K	–	4158
2022 Q2	$45K	Sell	684 -2,200	-76%	-$159K	﹤0.01%	3641
2022 Q1	$229K	Buy	+2,884	New	+$233K	﹤0.01%	3336
2016 Q1	–	Sell	-28,575	Closed	-$1.51M	–	4145
2015 Q4	$1.51M	Sell	28,575 -715	-2%	-$38.7K	﹤0.01%	2484
2015 Q3	$1.51M	Sell	29,290 -2,365	-7%	-$131K	﹤0.01%	2476
2015 Q2	$1.81M	Sell	31,655 -2,622	-8%	-$155K	﹤0.01%	2630
2015 Q1	$1.95M	Sell	34,277 -1,663	-5%	-$93K	﹤0.01%	2407
2014 Q4	$2.03M	Sell	35,940 -5,523	-13%	-$312K	﹤0.01%	2520
2014 Q3	$2.33M	Sell	41,463 -1,840	-4%	-$106K	﹤0.01%	2368
2014 Q2	$2.48M	Sell	43,303 -25,048	-37%	-$1.43M	﹤0.01%	2545
2014 Q1	$3.86M	Buy	68,351 +48,475	+244%	+$2.68M	﹤0.01%	1970
2013 Q4	$1.12M	Buy	19,876 +10,912	+122%	+$598K	﹤0.01%	3174
2013 Q3	$472K	Buy	+8,964	New	+$463K	﹤0.01%	3529

Other funds holding IXG

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

RBA

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

GCA

Greenwood Capital Associates Greenwood, South Carolina $908M AUM 24.22% 1-Year Est. Return

Credit Suisse's IXG Position: Q3 2022 in Review

Credit Suisse sold out of iShares Global Financials ETF (IXG) in Q3 2022, closing a stake of 684 shares — an estimated $45K sold.

Credit Suisse first reported a position in IXG in Q3 2013 and held it in 12 quarters. The position peaked at $3.86M in Q1 2014. 143 funds tracked by Wall St. Rank hold IXG as of Q3 2022.

Credit Suisse reported no remaining iShares Global Financials ETF position as of Q3 2022 after selling out during the quarter.
Credit Suisse sold 684 iShares Global Financials ETF shares in Q3 2022, an estimated $45K.
Credit Suisse first reported a position in iShares Global Financials ETF in Q3 2013 and held it in 12 quarters.
Credit Suisse's iShares Global Financials ETF position peaked at $3.86M in Q1 2014.
143 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2022.

Based on Credit Suisse's 13F filing for Q3 2022, filed 10 Nov 2022.