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Nationwide Fund Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Nationwide Fund Advisors’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-18,000
Closed -$415K – 3225
2017
Q1 		$415K Buy
18,000
+9,960
+124% +$221K ﹤0.01% 2250
2016
Q4 		$166K Sell
8,040
-22,290
-73% -$459K ﹤0.01% 2691
2016
Q3 		$625K Buy
+30,330
New +$600K ﹤0.01% 2063
2016
Q2 		– Sell
-11,160
Closed -$206K – 3280
2016
Q1 		$206K Buy
+11,160
New +$192K ﹤0.01% 2529
2015
Q4 		– Sell
-32,730
Closed -$547K – 3261
2015
Q3 		$547K Buy
32,730
+12,840
+65% +$223K ﹤0.01% 2054
2015
Q2 		$344K Buy
19,890
+9,570
+93% +$170K ﹤0.01% 2443
2015
Q1 		$177K Buy
+10,320
New +$177K ﹤0.01% 2750
2014
Q4 		– Sell
-34,500
Closed -$562K – 3282
2014
Q3 		$562K Buy
34,500
+16,200
+89% +$264K ﹤0.01% 2142
2014
Q2 		$290K Buy
+18,300
New +$279K ﹤0.01% 2547

Other funds holding IGM

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return