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Lantz Financial’s iShares Global Financials ETF IXG Stock Holding History

Lantz Financial’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
Q1 		– Sell
-6,987
Closed -$559K – 170
2021
Q4 		$559K Buy
6,987
+28
+0.4% +$2.27K 0.26% 88
2021
Q3 		$546K Buy
6,959
+1,669
+32% +$131K 0.28% 86
2021
Q2 		$411K Buy
+5,290
New +$412K 0.21% 96

Other funds holding IXG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D
Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lantz Financial's IXG Position: Q1 2022 in Review

Lantz Financial sold out of iShares Global Financials ETF (IXG) in Q1 2022, closing a stake of 6,987 shares — an estimated $559K sold.

Lantz Financial first reported a position in IXG in Q2 2021 and held it in 3 quarters. The position peaked at $559K in Q4 2021. 217 funds tracked by Wall St. Rank hold IXG as of Q1 2022.

  • Lantz Financial reported no remaining iShares Global Financials ETF position as of Q1 2022 after selling out during the quarter.
  • Lantz Financial sold 6,987 iShares Global Financials ETF shares in Q1 2022, an estimated $559K.
  • Lantz Financial first reported a position in iShares Global Financials ETF in Q2 2021 and held it in 3 quarters.
  • Lantz Financial's iShares Global Financials ETF position peaked at $559K in Q4 2021.
  • 217 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2022.

Based on Lantz Financial's 13F filing for Q1 2022, filed 5 May 2022.