High Net Worth Advisory Group’s iShares Global Financials ETF IXG Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-145	Closed	-$10.2K	–	387
2022 Q4	$10.2K	Hold	145	–	–	﹤0.01%	500
2022 Q3	$9K	Hold	145	–	–	﹤0.01%	543
2022 Q2	$10K	Hold	145	–	–	﹤0.01%	527
2022 Q1	$12K	Hold	145	–	–	﹤0.01%	510
2021 Q4	$12K	Buy	+145	New	+$11.7K	﹤0.01%	519

Other funds holding IXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

High Net Worth Advisory Group's IXG Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of iShares Global Financials ETF (IXG) in Q1 2023, closing a stake of 145 shares — an estimated $10.2K sold.

High Net Worth Advisory Group first reported a position in IXG in Q4 2021 and held it in 5 quarters. The position peaked at $12K in Q1 2022. 131 funds tracked by Wall St. Rank hold IXG as of Q1 2023.

High Net Worth Advisory Group reported no remaining iShares Global Financials ETF position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 145 iShares Global Financials ETF shares in Q1 2023, an estimated $10.2K.
High Net Worth Advisory Group first reported a position in iShares Global Financials ETF in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's iShares Global Financials ETF position peaked at $12K in Q1 2022.
131 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.