Principal Financial Group
IXG icon

Principal Financial Group’s iShares Global Financials ETF IXG Stock Holding History

Principal Financial Group’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
2021
Q4 		– Sell
-3,627
Closed -$285K – 2580
2021
Q3 		$285K Sell
3,627
-1,063
-23% -$83.3K ﹤0.01% 2325
2021
Q2 		$364K Buy
+4,690
New +$366K ﹤0.01% 2290

Other funds holding IXG

Envestnet Asset Management
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Principal Financial Group's IXG Position: Q4 2021 in Review

Principal Financial Group sold out of iShares Global Financials ETF (IXG) in Q4 2021, closing a stake of 3,627 shares — an estimated $285K sold.

Principal Financial Group first reported a position in IXG in Q2 2021 and held it in 2 quarters. The position peaked at $364K in Q2 2021. 307 funds tracked by Wall St. Rank hold IXG as of Q4 2021.

  • Principal Financial Group reported no remaining iShares Global Financials ETF position as of Q4 2021 after selling out during the quarter.
  • Principal Financial Group sold 3,627 iShares Global Financials ETF shares in Q4 2021, an estimated $285K.
  • Principal Financial Group first reported a position in iShares Global Financials ETF in Q2 2021 and held it in 2 quarters.
  • Principal Financial Group's iShares Global Financials ETF position peaked at $364K in Q2 2021.
  • 307 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2021.

Based on Principal Financial Group's 13F filing for Q4 2021, filed 9 Feb 2022.