PP
IXG icon

Pacifica Partners’s iShares Global Financials ETF IXG Stock Holding History

Pacifica Partners’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
2020
Q2 		– Sell
-120
Closed -$6K – 393
2020
Q1 		$6K Hold
120
– – 0.01% 279
2019
Q4 		$8K Buy
+120
New +$7.97K 0.01% 261

Other funds holding IXG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pacifica Partners's IXG Position: Q2 2020 in Review

Pacifica Partners sold out of iShares Global Financials ETF (IXG) in Q2 2020, closing a stake of 120 shares — an estimated $6K sold.

Pacifica Partners first reported a position in IXG in Q4 2019 and held it in 2 quarters. The position peaked at $8K in Q4 2019. 56 funds tracked by Wall St. Rank hold IXG as of Q2 2020.

  • Pacifica Partners reported no remaining iShares Global Financials ETF position as of Q2 2020 after selling out during the quarter.
  • Pacifica Partners sold 120 iShares Global Financials ETF shares in Q2 2020, an estimated $6K.
  • Pacifica Partners first reported a position in iShares Global Financials ETF in Q4 2019 and held it in 2 quarters.
  • Pacifica Partners's iShares Global Financials ETF position peaked at $8K in Q4 2019.
  • 56 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2020.

Based on Pacifica Partners's 13F filing for Q2 2020, filed 15 Jul 2020.