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Harvest Fund Management’s iShares Global Financials ETF IXG Stock Holding History

Harvest Fund 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
Q2 		– Sell
-430
Closed -$31K – 807
2021
Q1 		$31K Buy
+430
New +$30.1K ﹤0.01% 542

Other funds holding IXG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Harvest Fund Management's IXG Position: Q2 2021 in Review

Harvest Fund Management sold out of iShares Global Financials ETF (IXG) in Q2 2021, closing a stake of 430 shares — an estimated $31K sold.

Harvest Fund Management first reported a position in IXG in Q1 2021 and held it in 1 quarter. The position peaked at $31K in Q1 2021. 247 funds tracked by Wall St. Rank hold IXG as of Q2 2021.

  • Harvest Fund Management reported no remaining iShares Global Financials ETF position as of Q2 2021 after selling out during the quarter.
  • Harvest Fund Management sold 430 iShares Global Financials ETF shares in Q2 2021, an estimated $31K.
  • Harvest Fund Management first reported a position in iShares Global Financials ETF in Q1 2021 and held it in 1 quarter.
  • Harvest Fund Management's iShares Global Financials ETF position peaked at $31K in Q1 2021.
  • 247 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2021.

Based on Harvest Fund Management's 13F filing for Q2 2021, filed 11 Aug 2021.