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Retirement Planning Group (Kansas)’s iShares Global Consumer Discretionary ETF RXI Stock Holding History

Retirement Planning Group (Kansas)’s Portfolio RXI Stock Details RXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5,093
Closed -$622K – 147
2022
Q3 		$622K Buy
5,093
+589
+13% +$80.1K 0.08% 73
2022
Q2 		$572K Buy
+4,504
New +$623K 0.07% 71

Other funds holding RXI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
T
TCWP Beachwood, Ohio $40.8M AUM 31.25% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Retirement Planning Group (Kansas)'s RXI Position: Q4 2022 in Review

Retirement Planning Group (Kansas) sold out of iShares Global Consumer Discretionary ETF (RXI) in Q4 2022, closing a stake of 5,093 shares — an estimated $622K sold.

Retirement Planning Group (Kansas) first reported a position in RXI in Q2 2022 and held it in 2 quarters. The position peaked at $622K in Q3 2022. 66 funds tracked by Wall St. Rank hold RXI as of Q4 2022.

  • Retirement Planning Group (Kansas) reported no remaining iShares Global Consumer Discretionary ETF position as of Q4 2022 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 5,093 iShares Global Consumer Discretionary ETF shares in Q4 2022, an estimated $622K.
  • Retirement Planning Group (Kansas) first reported a position in iShares Global Consumer Discretionary ETF in Q2 2022 and held it in 2 quarters.
  • Retirement Planning Group (Kansas)'s iShares Global Consumer Discretionary ETF position peaked at $622K in Q3 2022.
  • 66 funds tracked by Wall St. Rank held iShares Global Consumer Discretionary ETF as of Q4 2022.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q4 2022, filed 19 Jan 2023.