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

Oxler Private Wealth’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
2022 Q4	–	Sell	-152	Closed	-$9.35K	–	232
2022 Q3	$9.35K	Hold	152	–	–	0.01%	377
2022 Q2	$10K	Buy	+152	New	+$11K	﹤0.01%	212

Other funds holding IXG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Oxler Private Wealth's IXG Position: Q4 2022 in Review

Oxler Private Wealth sold out of iShares Global Financials ETF (IXG) in Q4 2022, closing a stake of 152 shares — an estimated $9.35K sold.

Oxler Private Wealth first reported a position in IXG in Q2 2022 and held it in 2 quarters. The position peaked at $10K in Q2 2022. 139 funds tracked by Wall St. Rank hold IXG as of Q4 2022.

Oxler Private Wealth reported no remaining iShares Global Financials ETF position as of Q4 2022 after selling out during the quarter.
Oxler Private Wealth sold 152 iShares Global Financials ETF shares in Q4 2022, an estimated $9.35K.
Oxler Private Wealth first reported a position in iShares Global Financials ETF in Q2 2022 and held it in 2 quarters.
Oxler Private Wealth's iShares Global Financials ETF position peaked at $10K in Q2 2022.
139 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.