EWM
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EPG Wealth Management’s iShares Global Consumer Discretionary ETF RXI Stock Holding History

EPG Wealth Management’s Portfolio RXI Stock Details RXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-514
Closed -$65K – 854
2019
Q4 		$65K Buy
+514
New +$63.1K 0.05% 202

Other funds holding RXI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EPG Wealth Management's RXI Position: Q1 2020 in Review

EPG Wealth Management sold out of iShares Global Consumer Discretionary ETF (RXI) in Q1 2020, closing a stake of 514 shares — an estimated $65K sold.

EPG Wealth Management first reported a position in RXI in Q4 2019 and held it in 1 quarter. The position peaked at $65K in Q4 2019. 54 funds tracked by Wall St. Rank hold RXI as of Q1 2020.

  • EPG Wealth Management reported no remaining iShares Global Consumer Discretionary ETF position as of Q1 2020 after selling out during the quarter.
  • EPG Wealth Management sold 514 iShares Global Consumer Discretionary ETF shares in Q1 2020, an estimated $65K.
  • EPG Wealth Management first reported a position in iShares Global Consumer Discretionary ETF in Q4 2019 and held it in 1 quarter.
  • EPG Wealth Management's iShares Global Consumer Discretionary ETF position peaked at $65K in Q4 2019.
  • 54 funds tracked by Wall St. Rank held iShares Global Consumer Discretionary ETF as of Q1 2020.

Based on EPG Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.