Eaton Vance Management’s Global X FinTech ETF FINX Stock Holding History

Eaton Vance Management’s Portfolio FINX Stock Details FINX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-11,800	Closed	-$378K	–	1659
2022 Q1	$378K	Buy	11,800 +2,400	+26%	+$78.5K	﹤0.01%	1576
2021 Q4	$376K	Buy	9,400 +2,105	+29%	+$99.7K	﹤0.01%	1393
2021 Q3	$350K	Buy	7,295 +750	+11%	+$36.7K	﹤0.01%	1265
2021 Q2	$312K	Buy	6,545 +600	+10%	+$27.5K	﹤0.01%	1466
2021 Q1	$262K	Buy	5,945 +925	+18%	+$43.5K	﹤0.01%	1405
2020 Q4	$234K	Buy	+5,020	New	+$209K	﹤0.01%	1383

Other funds holding FINX

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MFS

Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Eaton Vance Management's FINX Position: Q2 2022 in Review

Eaton Vance Management sold out of Global X FinTech ETF (FINX) in Q2 2022, closing a stake of 11,800 shares — an estimated $378K sold.

Eaton Vance Management first reported a position in FINX in Q4 2020 and held it in 6 quarters. The position peaked at $378K in Q1 2022. 145 funds tracked by Wall St. Rank hold FINX as of Q2 2022.

Eaton Vance Management reported no remaining Global X FinTech ETF position as of Q2 2022 after selling out during the quarter.
Eaton Vance Management sold 11,800 Global X FinTech ETF shares in Q2 2022, an estimated $378K.
Eaton Vance Management first reported a position in Global X FinTech ETF in Q4 2020 and held it in 6 quarters.
Eaton Vance Management's Global X FinTech ETF position peaked at $378K in Q1 2022.
145 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2022.

Based on Eaton Vance Management's 13F filing for Q2 2022, filed 15 Aug 2022.