Cypress Wealth Services’s iShares Global Financials ETF IXG Stock Holding History

Cypress Wealth Services’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	-6,425	Closed	-$422K	–	237
2022 Q2	$422K	Sell	6,425 -6,237	-49%	-$451K	0.13%	132
2022 Q1	$1.01M	Sell	12,662 -7,344	-37%	-$593K	0.27%	67
2021 Q4	$1.6M	Buy	20,006 +3,472	+21%	+$281K	0.44%	55
2021 Q3	$1.3M	Buy	16,534 +5,492	+50%	+$430K	0.39%	56
2021 Q2	$857K	Buy	+11,042	New	+$861K	0.23%	77

Other funds holding IXG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

GCA

Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return

Cypress Wealth Services's IXG Position: Q3 2022 in Review

Cypress Wealth Services sold out of iShares Global Financials ETF (IXG) in Q3 2022, closing a stake of 6,425 shares — an estimated $422K sold.

Cypress Wealth Services first reported a position in IXG in Q2 2021 and held it in 5 quarters. The position peaked at $1.6M in Q4 2021. 143 funds tracked by Wall St. Rank hold IXG as of Q3 2022.

Cypress Wealth Services reported no remaining iShares Global Financials ETF position as of Q3 2022 after selling out during the quarter.
Cypress Wealth Services sold 6,425 iShares Global Financials ETF shares in Q3 2022, an estimated $422K.
Cypress Wealth Services first reported a position in iShares Global Financials ETF in Q2 2021 and held it in 5 quarters.
Cypress Wealth Services's iShares Global Financials ETF position peaked at $1.6M in Q4 2021.
143 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2022.

Based on Cypress Wealth Services's 13F filing for Q3 2022, filed 14 Oct 2022.