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Gerber Kawasaki Wealth & Investment Management’s iShares Global Financials ETF IXG Stock Holding History

Gerber Kawasaki Wealth & 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
2021
Q4 		– Sell
-2
Closed -$2K – 690
2021
Q3 		$2K Buy
+2
New +$157 ﹤0.01% 895

Other funds holding IXG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's IXG Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of iShares Global Financials ETF (IXG) in Q4 2021, closing a stake of 2 shares — an estimated $2K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in IXG in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 307 funds tracked by Wall St. Rank hold IXG as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining iShares Global Financials ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 2 iShares Global Financials ETF shares in Q4 2021, an estimated $2K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares Global Financials ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's iShares Global Financials ETF position peaked at $2K in Q3 2021.
  • 307 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.