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Independent Financial Group’s iShares Global Consumer Discretionary ETF RXI Stock Holding History

Independent Financial Group’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
2023
Q3 		– Sell
-1,492
Closed -$234K – 948
2023
Q2 		$234K Hold
1,492
– – 0.02% 759
2023
Q1 		$217K Buy
+1,492
New +$208K 0.02% 744

Other funds holding RXI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Independent Financial Group's RXI Position: Q3 2023 in Review

Independent Financial Group sold out of iShares Global Consumer Discretionary ETF (RXI) in Q3 2023, closing a stake of 1,492 shares — an estimated $234K sold.

Independent Financial Group first reported a position in RXI in Q1 2023 and held it in 2 quarters. The position peaked at $234K in Q2 2023. 65 funds tracked by Wall St. Rank hold RXI as of Q3 2023.

  • Independent Financial Group reported no remaining iShares Global Consumer Discretionary ETF position as of Q3 2023 after selling out during the quarter.
  • Independent Financial Group sold 1,492 iShares Global Consumer Discretionary ETF shares in Q3 2023, an estimated $234K.
  • Independent Financial Group first reported a position in iShares Global Consumer Discretionary ETF in Q1 2023 and held it in 2 quarters.
  • Independent Financial Group's iShares Global Consumer Discretionary ETF position peaked at $234K in Q2 2023.
  • 65 funds tracked by Wall St. Rank held iShares Global Consumer Discretionary ETF as of Q3 2023.

Based on Independent Financial Group's 13F filing for Q3 2023, filed 12 Jun 2026.