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Heritage Wealth Management (Arizona)’s iShares Global Financials ETF IXG Stock Holding History

Heritage Wealth Management (Arizona)’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 		$105K Buy
1,490
+700
+89% +$47.8K 0.02% 408
2022
Q3 		$48K Sell
790
-54
-6% -$3.62K 0.02% 408
2022
Q2 		$55.5K Sell
844
-307
-27% -$22.2K 0.02% 403
2022
Q1 		$91K Buy
+1,151
New +$93K 0.02% 380
2021
Q3 		$108K Buy
1,371
+831
+154% +$65.1K 0.04% 323
2021
Q2 		$42K Buy
+540
New +$42.1K 0.02% 478

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

Heritage Wealth Management (Arizona)'s IXG Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares Global Financials ETF (IXG) stake by 89% in Q4 2022, buying an estimated $47.8K and bringing the position to 1,490 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #408.

Heritage Wealth Management (Arizona) first reported a position in IXG in Q2 2021 and has held it in 6 quarters since. The position peaked at $108K in Q3 2021. 139 funds tracked by Wall St. Rank hold IXG as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,490 shares of iShares Global Financials ETF worth $105K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 700 iShares Global Financials ETF shares in Q4 2022, an estimated $47.8K.
  • iShares Global Financials ETF made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #408 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares Global Financials ETF in Q2 2021 and has held it in 6 quarters since.
  • Heritage Wealth Management (Arizona)'s iShares Global Financials ETF position peaked at $108K in Q3 2021.
  • 139 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.