Lido Advisors’s iShares Global Financials ETF IXG Stock Holding History

Lido 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 Q2	–	Sell	-5,296	Closed	-$420K	–	1004
2022 Q1	$420K	Sell	5,296 -601	-10%	-$48.6K	﹤0.01%	657
2021 Q4	$472K	Buy	5,897 +334	+6%	+$27K	0.01%	634
2021 Q3	$436K	Sell	5,563 -253	-4%	-$19.8K	0.01%	638
2021 Q2	$451K	Buy	5,816 +669	+13%	+$52.2K	0.01%	578
2021 Q1	$378K	Buy	5,147 +388	+8%	+$27.2K	0.01%	582
2020 Q4	$309K	Buy	+4,759	New	+$283K	0.01%	613

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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 Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lido Advisors's IXG Position: Q2 2022 in Review

Lido Advisors sold out of iShares Global Financials ETF (IXG) in Q2 2022, closing a stake of 5,296 shares — an estimated $420K sold.

Lido Advisors first reported a position in IXG in Q4 2020 and held it in 6 quarters. The position peaked at $472K in Q4 2021. 171 funds tracked by Wall St. Rank hold IXG as of Q2 2022.

Lido Advisors reported no remaining iShares Global Financials ETF position as of Q2 2022 after selling out during the quarter.
Lido Advisors sold 5,296 iShares Global Financials ETF shares in Q2 2022, an estimated $420K.
Lido Advisors first reported a position in iShares Global Financials ETF in Q4 2020 and held it in 6 quarters.
Lido Advisors's iShares Global Financials ETF position peaked at $472K in Q4 2021.
171 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2022.

Based on Lido Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.