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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

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

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

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

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

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return