MPW
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MA Private Wealth’s iShares Global Financials ETF IXG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-12,521
Closed -$995K 71
2022
Q1
$995K Sell
12,521
-123,699
-91% -$9.83M 0.18% 43
2021
Q4
$10.9M Buy
136,220
+9,169
+7% +$734K 1.96% 16
2021
Q3
$9.97M Buy
+127,051
New +$9.97M 1.96% 17