Koshinski Asset Management
IXG icon

Koshinski Asset Management’s iShares Global Financials ETF IXG Stock Holding History

Koshinski 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
Q2 		– Sell
-36
Closed -$2.86K – 1309
2022
Q1 		$2.86K Hold
36
– – ﹤0.01% 1905
2021
Q4 		$2.88K Hold
36
– – ﹤0.01% 1917
2021
Q3 		$2.82K Buy
+36
New +$2.82K ﹤0.01% 1959

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Jane Street
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Koshinski Asset Management's IXG Position: Q2 2022 in Review

Koshinski Asset Management sold out of iShares Global Financials ETF (IXG) in Q2 2022, closing a stake of 36 shares — an estimated $2.86K sold.

Koshinski Asset Management first reported a position in IXG in Q3 2021 and held it in 3 quarters. The position peaked at $2.88K in Q4 2021. 171 funds tracked by Wall St. Rank hold IXG as of Q2 2022.

  • Koshinski Asset Management reported no remaining iShares Global Financials ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 36 iShares Global Financials ETF shares in Q2 2022, an estimated $2.86K.
  • Koshinski Asset Management first reported a position in iShares Global Financials ETF in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's iShares Global Financials ETF position peaked at $2.88K in Q4 2021.
  • 171 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.