Kelly Financial Services’s iShares Global Financials ETF IXG Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-9	Closed	-$766	–	436
2024 Q2	$766	Hold	9	–	–	﹤0.01%	675
2024 Q1	$780	Hold	9	–	–	﹤0.01%	693
2023 Q4	$707	Hold	9	–	–	﹤0.01%	679
2023 Q3	$634	Hold	9	–	–	﹤0.01%	667
2023 Q2	$644	Hold	9	–	–	﹤0.01%	638
2023 Q1	$621	Hold	9	–	–	﹤0.01%	620
2022 Q4	$633	Sell	9 -6	-40%	-$410	﹤0.01%	590
2022 Q3	$925	Sell	15 -99	-87%	-$6.63K	﹤0.01%	578
2022 Q2	$7.52K	Sell	114 -5,719	-98%	-$413K	﹤0.01%	355
2022 Q1	$463K	Buy	5,833 +2,972	+104%	+$240K	0.21%	44
2021 Q4	$229K	Sell	2,861 -112	-4%	-$9.07K	0.11%	70
2021 Q3	$233K	Sell	2,973 -284,742	-99%	-$22.3M	0.13%	61
2021 Q2	$3.71M	Buy	+287,715	New	+$22.4M	0.14%	46

Other funds holding IXG

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

CIM

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

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

RBA

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 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

Kelly Financial Services's IXG Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares Global Financials ETF (IXG) in Q3 2024, closing a stake of 9 shares — an estimated $766 sold.

Kelly Financial Services first reported a position in IXG in Q2 2021 and held it in 13 quarters. The position peaked at $3.71M in Q2 2021. 113 funds tracked by Wall St. Rank hold IXG as of Q3 2024.

Kelly Financial Services reported no remaining iShares Global Financials ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 9 iShares Global Financials ETF shares in Q3 2024, an estimated $766.
Kelly Financial Services first reported a position in iShares Global Financials ETF in Q2 2021 and held it in 13 quarters.
Kelly Financial Services's iShares Global Financials ETF position peaked at $3.71M in Q2 2021.
113 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.