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MassMutual Private Wealth & Trust’s iShares Global Financials ETF IXG Stock Holding History

MassMutual Private Wealth & Trust’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
2021
Q4 		– Sell
-591
Closed -$46K – 1434
2021
Q3 		$46K Buy
591
+265
+81% +$20.8K ﹤0.01% 494
2021
Q2 		$25K Buy
+326
New +$25.4K ﹤0.01% 551

Other funds holding IXG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

MassMutual Private Wealth & Trust's IXG Position: Q4 2021 in Review

MassMutual Private Wealth & Trust sold out of iShares Global Financials ETF (IXG) in Q4 2021, closing a stake of 591 shares — an estimated $46K sold.

MassMutual Private Wealth & Trust first reported a position in IXG in Q2 2021 and held it in 2 quarters. The position peaked at $46K in Q3 2021. 307 funds tracked by Wall St. Rank hold IXG as of Q4 2021.

  • MassMutual Private Wealth & Trust reported no remaining iShares Global Financials ETF position as of Q4 2021 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 591 iShares Global Financials ETF shares in Q4 2021, an estimated $46K.
  • MassMutual Private Wealth & Trust first reported a position in iShares Global Financials ETF in Q2 2021 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's iShares Global Financials ETF position peaked at $46K in Q3 2021.
  • 307 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2021.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2021, filed 9 Feb 2022.