Financial Advocates Investment Management’s iShares Global Financials ETF IXG Stock Holding History

Financial Advocates Investment Management’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 Q2	–	Sell	-2,603	Closed	-$207K	–	739
2022 Q1	$207K	Sell	2,603 -4,748	-65%	-$384K	0.01%	679
2021 Q4	$588K	Buy	7,351 +3,344	+83%	+$271K	0.04%	446
2021 Q3	$208K	Sell	4,007 -1,467	-27%	-$115K	0.01%	698
2021 Q2	$425K	Buy	+5,474	New	+$427K	0.03%	515

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

OWA

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

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

Financial Advocates Investment Management's IXG Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of iShares Global Financials ETF (IXG) in Q2 2022, closing a stake of 2,603 shares — an estimated $207K sold.

Financial Advocates Investment Management first reported a position in IXG in Q2 2021 and held it in 4 quarters. The position peaked at $588K in Q4 2021. 171 funds tracked by Wall St. Rank hold IXG as of Q2 2022.

Financial Advocates Investment Management reported no remaining iShares Global Financials ETF position as of Q2 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 2,603 iShares Global Financials ETF shares in Q2 2022, an estimated $207K.
Financial Advocates Investment Management first reported a position in iShares Global Financials ETF in Q2 2021 and held it in 4 quarters.
Financial Advocates Investment Management's iShares Global Financials ETF position peaked at $588K in Q4 2021.
171 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.