Impact Partnership Wealth’s iShares Global Financials ETF IXG Stock Holding History

Impact Partnership Wealth’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
2024 Q2	–	Sell	-132	Closed	-$11.4K	–	455
2024 Q1	$11.4K	Hold	132	–	–	﹤0.01%	436
2023 Q4	$10.4K	Hold	132	–	–	﹤0.01%	494
2023 Q3	$9.3K	Buy	+132	New	+$9.57K	﹤0.01%	604

Other funds holding IXG

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

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

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

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

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

RBA

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

AIC

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Impact Partnership Wealth's IXG Position: Q2 2024 in Review

Impact Partnership Wealth sold out of iShares Global Financials ETF (IXG) in Q2 2024, closing a stake of 132 shares — an estimated $11.4K sold.

Impact Partnership Wealth first reported a position in IXG in Q3 2023 and held it in 3 quarters. The position peaked at $11.4K in Q1 2024. 118 funds tracked by Wall St. Rank hold IXG as of Q2 2024.

Impact Partnership Wealth reported no remaining iShares Global Financials ETF position as of Q2 2024 after selling out during the quarter.
Impact Partnership Wealth sold 132 iShares Global Financials ETF shares in Q2 2024, an estimated $11.4K.
Impact Partnership Wealth first reported a position in iShares Global Financials ETF in Q3 2023 and held it in 3 quarters.
Impact Partnership Wealth's iShares Global Financials ETF position peaked at $11.4K in Q1 2024.
118 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.