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

Glass Jacobson 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 Q4	$1.2K	Buy	+17	New	+$1.16K	﹤0.01%	715

Other funds holding IXG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

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

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AIC

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

Glass Jacobson Investment Advisors's IXG Position: Q4 2022 in Review

Glass Jacobson Investment Advisors opened a new position in iShares Global Financials ETF (IXG) in Q4 2022: 17 shares worth $1.2K. The stake represents ﹤0.01% of the portfolio and ranks #715 among its holdings.

139 funds tracked by Wall St. Rank hold IXG as of Q4 2022.

Glass Jacobson Investment Advisors held 17 shares of iShares Global Financials ETF worth $1.2K as of Q4 2022.
iShares Global Financials ETF was a new Glass Jacobson Investment Advisors position in Q4 2022.
iShares Global Financials ETF made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q4 2022, its #715 holding.
139 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2022.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.