Institutional & Family Asset Management’s iShares Global Financials ETF IXG Stock Holding History

Institutional & Family Asset 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 Q4	–	Sell	-169	Closed	-$10K	–	755
2022 Q3	$10K	Hold	169	–	–	﹤0.01%	386
2022 Q2	$11K	Sell	169 -199	-54%	-$14.4K	﹤0.01%	377
2022 Q1	$29K	Hold	368	–	–	﹤0.01%	315
2021 Q4	$29K	Hold	368	–	–	﹤0.01%	327
2021 Q3	$29K	Buy	368 +83	+29%	+$6.5K	﹤0.01%	410
2021 Q2	$22K	Buy	+285	New	+$22.2K	﹤0.01%	464

Other funds holding IXG

AWA

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

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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

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

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

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

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

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

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

AIC

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

Institutional & Family Asset Management's IXG Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of iShares Global Financials ETF (IXG) in Q4 2022, closing a stake of 169 shares — an estimated $10K sold.

Institutional & Family Asset Management first reported a position in IXG in Q2 2021 and held it in 6 quarters. The position peaked at $29K in Q1 2022. 139 funds tracked by Wall St. Rank hold IXG as of Q4 2022.

Institutional & Family Asset Management reported no remaining iShares Global Financials ETF position as of Q4 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 169 iShares Global Financials ETF shares in Q4 2022, an estimated $10K.
Institutional & Family Asset Management first reported a position in iShares Global Financials ETF in Q2 2021 and held it in 6 quarters.
Institutional & Family Asset Management's iShares Global Financials ETF position peaked at $29K in Q1 2022.
139 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.