IPW
RXI icon

Impact Partnership Wealth’s iShares Global Consumer Discretionary ETF RXI Stock Holding History

Impact Partnership Wealth’s Portfolio RXI Stock Details RXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-87
Closed -$14.6K – 580
2024
Q1 		$14.6K Hold
87
– – 0.01% 414
2023
Q4 		$13.8K Hold
87
– – 0.01% 454
2023
Q3 		$12.8K Buy
+87
New +$13.4K ﹤0.01% 552

Other funds holding RXI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Impact Partnership Wealth sold out of iShares Global Consumer Discretionary ETF (RXI) in Q2 2024, closing a stake of 87 shares — an estimated $14.6K sold.

Impact Partnership Wealth first reported a position in RXI in Q3 2023 and held it in 3 quarters. The position peaked at $14.6K in Q1 2024. 67 funds tracked by Wall St. Rank hold RXI as of Q2 2024.

  • Impact Partnership Wealth reported no remaining iShares Global Consumer Discretionary ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 87 iShares Global Consumer Discretionary ETF shares in Q2 2024, an estimated $14.6K.
  • Impact Partnership Wealth first reported a position in iShares Global Consumer Discretionary ETF in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's iShares Global Consumer Discretionary ETF position peaked at $14.6K in Q1 2024.
  • 67 funds tracked by Wall St. Rank held iShares Global Consumer Discretionary ETF as of Q2 2024.

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