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ShoreHaven Wealth Partners’s iShares Global Financials ETF IXG Stock Holding History

ShoreHaven Wealth Partners’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
Q2 		– Sell
-10,685
Closed -$848K – 83
2022
Q1 		$848K Buy
+10,685
New +$863K 0.45% 44

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

ShoreHaven Wealth Partners's IXG Position: Q2 2022 in Review

ShoreHaven Wealth Partners sold out of iShares Global Financials ETF (IXG) in Q2 2022, closing a stake of 10,685 shares — an estimated $848K sold.

ShoreHaven Wealth Partners first reported a position in IXG in Q1 2022 and held it in 1 quarter. The position peaked at $848K in Q1 2022. 171 funds tracked by Wall St. Rank hold IXG as of Q2 2022.

  • ShoreHaven Wealth Partners reported no remaining iShares Global Financials ETF position as of Q2 2022 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 10,685 iShares Global Financials ETF shares in Q2 2022, an estimated $848K.
  • ShoreHaven Wealth Partners first reported a position in iShares Global Financials ETF in Q1 2022 and held it in 1 quarter.
  • ShoreHaven Wealth Partners's iShares Global Financials ETF position peaked at $848K in Q1 2022.
  • 171 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2022.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2022, filed 1 Aug 2022.