Evoke Wealth’s iShares Global Financials ETF IXG Stock Holding History

Evoke Wealth’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
2020 Q2	–	Sell	-1,500	Closed	-$70.8K	–	1128
2020 Q1	$70.8K	Buy	+1,500	New	+$92.1K	0.01%	304
2019 Q4	–	Sell	-1,500	Closed	-$96.1K	–	1356
2019 Q3	$96.1K	Buy	+1,500	New	+$94.3K	0.01%	367

Other funds holding IXG

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

AIC

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

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

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

Evoke Wealth's IXG Position: Q2 2020 in Review

Evoke Wealth sold out of iShares Global Financials ETF (IXG) in Q2 2020, closing a stake of 1,500 shares — an estimated $70.8K sold.

Evoke Wealth first reported a position in IXG in Q3 2019 and held it in 2 quarters. The position peaked at $96.1K in Q3 2019. 56 funds tracked by Wall St. Rank hold IXG as of Q2 2020.

Evoke Wealth reported no remaining iShares Global Financials ETF position as of Q2 2020 after selling out during the quarter.
Evoke Wealth sold 1,500 iShares Global Financials ETF shares in Q2 2020, an estimated $70.8K.
Evoke Wealth first reported a position in iShares Global Financials ETF in Q3 2019 and held it in 2 quarters.
Evoke Wealth's iShares Global Financials ETF position peaked at $96.1K in Q3 2019.
56 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2020.

Based on Evoke Wealth's 13F filing for Q2 2020, filed 10 Aug 2020.