KWA
IXG icon

KCS Wealth Advisory’s iShares Global Financials ETF IXG Stock Holding History

KCS Wealth Advisory’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
2020
Q1 		– Sell
-18,080
Closed -$1.24M – 153
2019
Q4 		$1.24M Buy
18,080
+1,039
+6% +$69K 0.93% 34
2019
Q3 		$1.09M Buy
17,041
+851
+5% +$53.5K 0.75% 44
2019
Q2 		$1.04M Buy
16,190
+184
+1% +$11.7K 0.82% 43
2019
Q1 		$984K Buy
16,006
+449
+3% +$27.6K 0.86% 43
2018
Q4 		$885K Buy
15,557
+1,101
+8% +$67.7K 0.93% 34
2018
Q3 		$952K Sell
14,456
-127
-0.9% -$8.4K 0.88% 36
2018
Q2 		$935K Buy
14,583
+2,368
+19% +$162K 0.87% 33
2018
Q1 		$845K Buy
12,215
+2,075
+20% +$149K 0.77% 40
2017
Q4 		$709K Buy
+10,140
New +$692K 0.69% 47

Other funds holding IXG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return