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RWA Wealth Partners’s iShares Global Consumer Discretionary ETF RXI Stock Holding History

RWA Wealth Partners’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
2018
Q3 		– Sell
-38
Closed -$4K – 607
2018
Q2 		$4K Buy
+38
New +$4.37K ﹤0.01% 697

Other funds holding RXI

NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 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
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return

RWA Wealth Partners's RXI Position: Q3 2018 in Review

RWA Wealth Partners sold out of iShares Global Consumer Discretionary ETF (RXI) in Q3 2018, closing a stake of 38 shares — an estimated $4K sold.

RWA Wealth Partners first reported a position in RXI in Q2 2018 and held it in 1 quarter. The position peaked at $4K in Q2 2018. 66 funds tracked by Wall St. Rank hold RXI as of Q3 2018.

  • RWA Wealth Partners reported no remaining iShares Global Consumer Discretionary ETF position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 38 iShares Global Consumer Discretionary ETF shares in Q3 2018, an estimated $4K.
  • RWA Wealth Partners first reported a position in iShares Global Consumer Discretionary ETF in Q2 2018 and held it in 1 quarter.
  • RWA Wealth Partners's iShares Global Consumer Discretionary ETF position peaked at $4K in Q2 2018.
  • 66 funds tracked by Wall St. Rank held iShares Global Consumer Discretionary ETF as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.