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

Liberty 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
2023 Q4	–	Sell	-3,807	Closed	-$268K	–	182
2023 Q3	$268K	Sell	3,807 -766	-17%	-$55.5K	0.07%	142
2023 Q2	$327K	Sell	4,573 -638	-12%	-$44.8K	0.08%	128
2023 Q1	$360K	Buy	+5,211	New	+$380K	0.07%	153
2022 Q3	$1.05M	Buy	17,162 +1,010	+6%	+$67.7K	0.28%	49
2022 Q2	$1.06M	Sell	16,152 -1,617	-9%	-$117K	0.43%	47
2022 Q1	$1.41M	Buy	+17,769	New	+$1.44M	0.51%	42
2021 Q4	–	Sell	-49,995	Closed	-$4.05M	–	37
2021 Q3	$3.92M	Sell	49,995 -1,127	-2%	-$88.3K	1.4%	12
2021 Q2	$3.97M	Buy	+51,122	New	+$3.99M	1.54%	14

Other funds holding IXG

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

RBA

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Liberty Wealth Management's IXG Position: Q4 2023 in Review

Liberty Wealth Management sold out of iShares Global Financials ETF (IXG) in Q4 2023, closing a stake of 3,807 shares — an estimated $268K sold.

Liberty Wealth Management first reported a position in IXG in Q2 2021 and held it in 8 quarters. The position peaked at $3.97M in Q2 2021. 124 funds tracked by Wall St. Rank hold IXG as of Q4 2023.

Liberty Wealth Management reported no remaining iShares Global Financials ETF position as of Q4 2023 after selling out during the quarter.
Liberty Wealth Management sold 3,807 iShares Global Financials ETF shares in Q4 2023, an estimated $268K.
Liberty Wealth Management first reported a position in iShares Global Financials ETF in Q2 2021 and held it in 8 quarters.
Liberty Wealth Management's iShares Global Financials ETF position peaked at $3.97M in Q2 2021.
124 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2023.

Based on Liberty Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.