Patriot Financial Group Insurance Agency’s iShares Global Financials ETF IXG Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-944	Closed	-$62K	–	1179
2022 Q2	$62K	Sell	944 -2,177	-70%	-$157K	0.01%	666
2022 Q1	$248K	Sell	3,121 -6,645	-68%	-$537K	0.04%	372
2021 Q4	$782K	Sell	9,766 -1,443	-13%	-$117K	0.13%	167
2021 Q3	$879K	Buy	11,209 +1,455	+15%	+$114K	0.16%	142
2021 Q2	$757K	Buy	+9,754	New	+$761K	0.14%	162

Other funds holding IXG

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

GCA

Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IXG Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares Global Financials ETF (IXG) in Q3 2022, closing a stake of 944 shares — an estimated $62K sold.

Patriot Financial Group Insurance Agency first reported a position in IXG in Q2 2021 and held it in 5 quarters. The position peaked at $879K in Q3 2021. 143 funds tracked by Wall St. Rank hold IXG as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining iShares Global Financials ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 944 iShares Global Financials ETF shares in Q3 2022, an estimated $62K.
Patriot Financial Group Insurance Agency first reported a position in iShares Global Financials ETF in Q2 2021 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's iShares Global Financials ETF position peaked at $879K in Q3 2021.
143 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.