FCA
IXG icon

FLC Capital Advisors’s iShares Global Financials ETF IXG Stock Holding History

FLC Capital Advisors’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
-3,462
Closed -$228K – 163
2022
Q2 		$228K Sell
3,462
-18,889
-85% -$1.37M 0.08% 139
2022
Q1 		$1.78M Sell
22,351
-1,510
-6% -$122K 0.5% 53
2021
Q4 		$1.91M Buy
23,861
+16,098
+207% +$1.3M 0.53% 51
2021
Q3 		$609K Buy
7,763
+4,277
+123% +$335K 0.18% 105
2021
Q2 		$271K Buy
+3,486
New +$272K 0.08% 147

Other funds holding IXG

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $908M AUM 24.22% 1-Year Est. Return