Private Wealth Advisors (Pennsylvania)’s iShares Global Financials ETF IXG Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2015 Q2	–	Sell	-4,096	Closed	-$233K	–	139
2015 Q1	$233K	Sell	4,096 -91	-2%	-$5.09K	0.11%	128
2014 Q4	$236K	Buy	4,187 +134	+3%	+$7.58K	0.11%	118
2014 Q3	$228K	Buy	4,053 +485	+14%	+$27.8K	0.12%	115
2014 Q2	$204K	Buy	+3,568	New	+$203K	0.1%	123

Other funds holding IXG

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

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

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

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

Private Wealth Advisors (Pennsylvania)'s IXG Position: Q2 2015 in Review

Private Wealth Advisors (Pennsylvania) sold out of iShares Global Financials ETF (IXG) in Q2 2015, closing a stake of 4,096 shares — an estimated $233K sold.

Private Wealth Advisors (Pennsylvania) first reported a position in IXG in Q2 2014 and held it in 4 quarters. The position peaked at $236K in Q4 2014. 51 funds tracked by Wall St. Rank hold IXG as of Q2 2015.

Private Wealth Advisors (Pennsylvania) reported no remaining iShares Global Financials ETF position as of Q2 2015 after selling out during the quarter.
Private Wealth Advisors (Pennsylvania) sold 4,096 iShares Global Financials ETF shares in Q2 2015, an estimated $233K.
Private Wealth Advisors (Pennsylvania) first reported a position in iShares Global Financials ETF in Q2 2014 and held it in 4 quarters.
Private Wealth Advisors (Pennsylvania)'s iShares Global Financials ETF position peaked at $236K in Q4 2014.
51 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2015.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2015, filed 22 Jul 2015.