SFS
IXG icon

Security Financial Services’s iShares Global Financials ETF IXG Stock Holding History

Security Financial Services’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
Q1 		– Sell
-49,148
Closed -$3.94M – 141
2021
Q4 		$3.94M Buy
+49,148
New +$3.98M 1.31% 21

Other funds holding IXG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D
Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Security Financial Services's IXG Position: Q1 2022 in Review

Security Financial Services sold out of iShares Global Financials ETF (IXG) in Q1 2022, closing a stake of 49,148 shares — an estimated $3.94M sold.

Security Financial Services first reported a position in IXG in Q4 2021 and held it in 1 quarter. The position peaked at $3.94M in Q4 2021. 216 funds tracked by Wall St. Rank hold IXG as of Q1 2022.

  • Security Financial Services reported no remaining iShares Global Financials ETF position as of Q1 2022 after selling out during the quarter.
  • Security Financial Services sold 49,148 iShares Global Financials ETF shares in Q1 2022, an estimated $3.94M.
  • Security Financial Services first reported a position in iShares Global Financials ETF in Q4 2021 and held it in 1 quarter.
  • Security Financial Services's iShares Global Financials ETF position peaked at $3.94M in Q4 2021.
  • 216 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2022.

Based on Security Financial Services's 13F filing for Q1 2022, filed 19 Apr 2022.