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Global Wealth Management Investment Advisory’s iShares Global Financials ETF IXG Stock Holding History

Global Wealth Management Investment Advisory’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
2019
Q1 		– Sell
-187
Closed -$11K – 723
2018
Q4 		$11K Buy
+187
New +$11.5K 0.01% 369

Other funds holding IXG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Global Wealth Management Investment Advisory's IXG Position: Q1 2019 in Review

Global Wealth Management Investment Advisory sold out of iShares Global Financials ETF (IXG) in Q1 2019, closing a stake of 187 shares — an estimated $11K sold.

Global Wealth Management Investment Advisory first reported a position in IXG in Q4 2018 and held it in 1 quarter. The position peaked at $11K in Q4 2018. 72 funds tracked by Wall St. Rank hold IXG as of Q1 2019.

  • Global Wealth Management Investment Advisory reported no remaining iShares Global Financials ETF position as of Q1 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 187 iShares Global Financials ETF shares in Q1 2019, an estimated $11K.
  • Global Wealth Management Investment Advisory first reported a position in iShares Global Financials ETF in Q4 2018 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's iShares Global Financials ETF position peaked at $11K in Q4 2018.
  • 72 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2019, filed 10 May 2019.