Sharkey, Howes & Javer’s iShares Global Financials ETF IXG Stock Holding History

Sharkey, Howes & Javer’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	-64,871	Closed	-$5.19M	–	83
2021 Q4	$5.19M	Sell	64,871 -16,920	-21%	-$1.37M	1.17%	22
2021 Q3	$6.42M	Sell	81,791 -16,466	-17%	-$1.29M	1.66%	19
2021 Q2	$7.63M	Buy	+98,257	New	+$7.66M	2.02%	15

Other funds holding IXG

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 New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sharkey, Howes & Javer's IXG Position: Q1 2022 in Review

Sharkey, Howes & Javer sold out of iShares Global Financials ETF (IXG) in Q1 2022, closing a stake of 64,871 shares — an estimated $5.19M sold.

Sharkey, Howes & Javer first reported a position in IXG in Q2 2021 and held it in 3 quarters. The position peaked at $7.63M in Q2 2021. 216 funds tracked by Wall St. Rank hold IXG as of Q1 2022.

Sharkey, Howes & Javer reported no remaining iShares Global Financials ETF position as of Q1 2022 after selling out during the quarter.
Sharkey, Howes & Javer sold 64,871 iShares Global Financials ETF shares in Q1 2022, an estimated $5.19M.
Sharkey, Howes & Javer first reported a position in iShares Global Financials ETF in Q2 2021 and held it in 3 quarters.
Sharkey, Howes & Javer's iShares Global Financials ETF position peaked at $7.63M in Q2 2021.
216 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2022.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2022, filed 25 Apr 2022.