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Kiley Juergens Wealth Management’s iShares Global Financials ETF IXG Stock Holding History

Kiley Juergens Wealth 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
2018
Q4 		– Sell
-40
Closed – – 351
2018
Q3 		$0 Sell
40
-40
-50% -$2.65K ﹤0.01% 704
2018
Q2 		$5K Buy
+80
New +$5.46K ﹤0.01% 484
2018
Q1 		– Sell
-40
Closed -$2K – 349
2017
Q4 		$2K Buy
+40
New +$2.73K ﹤0.01% 632

Other funds holding IXG

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return

Kiley Juergens Wealth Management's IXG Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of iShares Global Financials ETF (IXG) in Q4 2018, closing a stake of 40 shares.

Kiley Juergens Wealth Management first reported a position in IXG in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q2 2018. 80 funds tracked by Wall St. Rank hold IXG as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining iShares Global Financials ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 40 iShares Global Financials ETF shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in iShares Global Financials ETF in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's iShares Global Financials ETF position peaked at $5K in Q2 2018.
  • 80 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.