Foundations Investment Advisors’s iShares Global Financials ETF IXG Stock Holding History

Foundations Investment 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	-6,642	Closed	-$432K	–	418
2022 Q2	$432K	Buy	6,642 +1,580	+31%	+$114K	0.02%	248
2022 Q1	$390K	Sell	5,062 -38,943	-88%	-$3.15M	0.02%	228
2021 Q4	$3.75M	Sell	44,005 -1,247	-3%	-$101K	0.14%	61
2021 Q3	$3.63M	Buy	45,252 +2,739	+6%	+$215K	0.16%	53
2021 Q2	$3.29M	Buy	+42,513	New	+$3.31M	0.16%	59

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

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

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

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

Foundations Investment Advisors's IXG Position: Q3 2022 in Review

Foundations Investment Advisors sold out of iShares Global Financials ETF (IXG) in Q3 2022, closing a stake of 6,642 shares — an estimated $432K sold.

Foundations Investment Advisors first reported a position in IXG in Q2 2021 and held it in 5 quarters. The position peaked at $3.75M in Q4 2021. 143 funds tracked by Wall St. Rank hold IXG as of Q3 2022.

Foundations Investment Advisors reported no remaining iShares Global Financials ETF position as of Q3 2022 after selling out during the quarter.
Foundations Investment Advisors sold 6,642 iShares Global Financials ETF shares in Q3 2022, an estimated $432K.
Foundations Investment Advisors first reported a position in iShares Global Financials ETF in Q2 2021 and held it in 5 quarters.
Foundations Investment Advisors's iShares Global Financials ETF position peaked at $3.75M in Q4 2021.
143 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2022.

Based on Foundations Investment Advisors's 13F filing for Q3 2022, filed 19 Oct 2022.