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

Lineweaver 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 Q2	–	Sell	-37,996	Closed	-$3.02M	–	145
2022 Q1	$3.02M	Sell	37,996 -2,808	-7%	-$227K	0.86%	24
2021 Q4	$3.27M	Sell	40,804 -23,581	-37%	-$1.91M	0.94%	21
2021 Q3	$5.05M	Sell	64,385 -16,989	-21%	-$1.33M	1.54%	16
2021 Q2	$6.32M	Buy	+81,374	New	+$6.34M	2.07%	13

Other funds holding IXG

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

RBA

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Lineweaver Wealth Advisors's IXG Position: Q2 2022 in Review

Lineweaver Wealth Advisors sold out of iShares Global Financials ETF (IXG) in Q2 2022, closing a stake of 37,996 shares — an estimated $3.02M sold.

Lineweaver Wealth Advisors first reported a position in IXG in Q2 2021 and held it in 4 quarters. The position peaked at $6.32M in Q2 2021. 171 funds tracked by Wall St. Rank hold IXG as of Q2 2022.

Lineweaver Wealth Advisors reported no remaining iShares Global Financials ETF position as of Q2 2022 after selling out during the quarter.
Lineweaver Wealth Advisors sold 37,996 iShares Global Financials ETF shares in Q2 2022, an estimated $3.02M.
Lineweaver Wealth Advisors first reported a position in iShares Global Financials ETF in Q2 2021 and held it in 4 quarters.
Lineweaver Wealth Advisors's iShares Global Financials ETF position peaked at $6.32M in Q2 2021.
171 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2022.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.