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

HawsGoodwin 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 		$4.31M Buy
53,877
+7,616
+16% +$617K 1.26% 22
2021
Q3 		$3.63M Buy
46,261
+14,259
+45% +$1.12M 1.1% 22
2021
Q2 		$2.48M Buy
+32,002
New +$2.5M 0.76% 29

Other funds holding IXG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

HawsGoodwin Investment Management's IXG Position: Q4 2021 in Review

HawsGoodwin Investment Management increased its iShares Global Financials ETF (IXG) stake by 16% in Q4 2021, buying an estimated $617K and bringing the position to 53,877 shares worth $4.31M. The position accounts for 1.26% of the portfolio, ranked #22.

HawsGoodwin Investment Management first reported a position in IXG in Q2 2021 and has held it in 3 quarters since. 307 funds tracked by Wall St. Rank hold IXG as of Q4 2021.

  • HawsGoodwin Investment Management held 53,877 shares of iShares Global Financials ETF worth $4.31M as of Q4 2021.
  • HawsGoodwin Investment Management bought 7,616 iShares Global Financials ETF shares in Q4 2021, an estimated $617K.
  • iShares Global Financials ETF made up 1.26% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #22 holding.
  • HawsGoodwin Investment Management first reported a position in iShares Global Financials ETF in Q2 2021 and has held it in 3 quarters since.
  • 307 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.