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My Personal CFO LLC’s iShares Global Financials ETF IXG Stock Holding History

My Personal CFO LLC’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
2023
Q1 		– Sell
-118
Closed -$8.29K – 446
2022
Q4 		$8.29K Buy
+118
New +$8.06K 0.01% 289

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

My Personal CFO LLC's IXG Position: Q1 2023 in Review

My Personal CFO LLC sold out of iShares Global Financials ETF (IXG) in Q1 2023, closing a stake of 118 shares — an estimated $8.29K sold.

My Personal CFO LLC first reported a position in IXG in Q4 2022 and held it in 1 quarter. The position peaked at $8.29K in Q4 2022. 131 funds tracked by Wall St. Rank hold IXG as of Q1 2023.

  • My Personal CFO LLC reported no remaining iShares Global Financials ETF position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 118 iShares Global Financials ETF shares in Q1 2023, an estimated $8.29K.
  • My Personal CFO LLC first reported a position in iShares Global Financials ETF in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's iShares Global Financials ETF position peaked at $8.29K in Q4 2022.
  • 131 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.