ICA Group Wealth Management’s Global X Gold Explorers ETF NEW GOEX Stock Holding History

ICA Group Wealth Management’s Portfolio GOEX Stock Details GOEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-285	Closed	-$7.51K	–	986
2024 Q1	$7.51K	Hold	285	–	–	﹤0.01%	954
2023 Q4	$7.2K	Buy	+285	New	+$6.71K	﹤0.01%	938
2023 Q3	–	Sell	-285	Closed	-$6.86K	–	618
2023 Q2	$6.86K	Hold	285	–	–	﹤0.01%	912
2023 Q1	$7.9K	Hold	285	–	–	﹤0.01%	855
2022 Q4	$7.06K	Buy	+285	New	+$6.51K	﹤0.01%	897

Other funds holding GOEX

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

ICA Group Wealth Management's GOEX Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Global X Gold Explorers ETF NEW (GOEX) in Q2 2024, closing a stake of 285 shares — an estimated $7.51K sold.

ICA Group Wealth Management first reported a position in GOEX in Q4 2022 and held it in 5 quarters. The position peaked at $7.9K in Q1 2023. 14 funds tracked by Wall St. Rank hold GOEX as of Q2 2024.

ICA Group Wealth Management reported no remaining Global X Gold Explorers ETF NEW position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 285 Global X Gold Explorers ETF NEW shares in Q2 2024, an estimated $7.51K.
ICA Group Wealth Management first reported a position in Global X Gold Explorers ETF NEW in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's Global X Gold Explorers ETF NEW position peaked at $7.9K in Q1 2023.
14 funds tracked by Wall St. Rank held Global X Gold Explorers ETF NEW as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.