Lenox Wealth Advisors’s iShares Global Financials ETF IXG Stock Holding History

Lenox Wealth Advisors’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	$8K	Buy	+96	New	+$7.76K	﹤0.01%	517

Other funds holding IXG

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 New York $777B AUM 61.18% 1-Year Est. Return

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

Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lenox Wealth Advisors's IXG Position: Q1 2022 in Review

Lenox Wealth Advisors opened a new position in iShares Global Financials ETF (IXG) in Q1 2022: 96 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #517 among its holdings.

217 funds tracked by Wall St. Rank hold IXG as of Q1 2022.

Lenox Wealth Advisors held 96 shares of iShares Global Financials ETF worth $8K as of Q1 2022.
iShares Global Financials ETF was a new Lenox Wealth Advisors position in Q1 2022.
iShares Global Financials ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #517 holding.
217 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.