MAS
IXG icon

Madden Advisory Services’s iShares Global Financials ETF IXG Stock Holding History

Madden Advisory Services’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
2017
Q2 		– Sell
-155
Closed -$9K – 165
2017
Q1 		$9K Buy
+155
New +$9.35K 0.01% 214
2015
Q4 		– Sell
-155
Closed -$7K – 185
2015
Q3 		$7K Hold
155
– – ﹤0.01% 237
2015
Q2 		$8K Buy
+155
New +$9.14K ﹤0.01% 234
2015
Q1 		– Sell
-155
Closed -$9K – 182
2014
Q4 		$9K Hold
155
– – 0.01% 238
2014
Q3 		$9K Hold
155
– – ﹤0.01% 297
2014
Q2 		$9K Sell
155
-285
-65% -$16.3K ﹤0.01% 284
2014
Q1 		$25K Hold
440
– – 0.01% 205
2013
Q4 		$25K Hold
440
– – 0.02% 176
2013
Q3 		$23K Hold
440
– – 0.02% 167
2013
Q2 		$21K Buy
+440
New +$22.1K 0.02% 174

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return