Horst & Graben Wealth Management’s iShares Global Financials ETF IXG Stock Holding History

Horst & Graben Wealth 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
2022 Q2	–	Sell	-2,891	Closed	-$230K	–	137
2022 Q1	$230K	Sell	2,891 -52,042	-95%	-$4.21M	0.06%	123
2021 Q4	$4.4M	Sell	54,933 -4,006	-7%	-$324K	1.1%	25
2021 Q3	$4.62M	Sell	58,939 -3,425	-5%	-$268K	1.27%	22
2021 Q2	$4.84M	Buy	+62,364	New	+$4.86M	1.35%	18

Other funds holding IXG

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Horst & Graben Wealth Management's IXG Position: Q2 2022 in Review

Horst & Graben Wealth Management sold out of iShares Global Financials ETF (IXG) in Q2 2022, closing a stake of 2,891 shares — an estimated $230K sold.

Horst & Graben Wealth Management first reported a position in IXG in Q2 2021 and held it in 4 quarters. The position peaked at $4.84M in Q2 2021. 171 funds tracked by Wall St. Rank hold IXG as of Q2 2022.

Horst & Graben Wealth Management reported no remaining iShares Global Financials ETF position as of Q2 2022 after selling out during the quarter.
Horst & Graben Wealth Management sold 2,891 iShares Global Financials ETF shares in Q2 2022, an estimated $230K.
Horst & Graben Wealth Management first reported a position in iShares Global Financials ETF in Q2 2021 and held it in 4 quarters.
Horst & Graben Wealth Management's iShares Global Financials ETF position peaked at $4.84M in Q2 2021.
171 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2022.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.