GFPC
IXG icon

Global Financial Private Client’s iShares Global Financials ETF IXG Stock Holding History

Global Financial Private Client’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 		– Sell
-2
Closed -$126 – 688
2022
Q3 		$126 Sell
2
-84
-98% -$5.63K ﹤0.01% 645
2022
Q2 		$5.7K Sell
86
-7
-8% -$506 ﹤0.01% 449
2022
Q1 		$7.43K Sell
93
-4,860
-98% -$393K ﹤0.01% 437
2021
Q4 		$397K Sell
4,953
-1,401
-22% -$113K 0.19% 102
2021
Q3 		$504K Buy
6,354
+2,185
+52% +$171K 0.26% 95
2021
Q2 		$325K Buy
+4,169
New +$325K 0.18% 105
2020
Q3 		– Sell
-744
Closed -$38.7K – 493
2020
Q2 		$38.7K Sell
744
-2,857
-79% -$144K 0.03% 238
2020
Q1 		$160K Hold
3,601
– – 0.17% 112
2019
Q4 		$248K Buy
+3,601
New +$239K 0.21% 100

Other funds holding IXG

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
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