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Simplicity Solutions’s iShares Global Financials ETF IXG Stock Holding History

Simplicity Solutions’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
2019
Q1 		– Sell
-3,682
Closed -$209K – 781
2018
Q4 		$209K Buy
+3,682
New +$226K 0.03% 557

Other funds holding IXG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Simplicity Solutions's IXG Position: Q1 2019 in Review

Simplicity Solutions sold out of iShares Global Financials ETF (IXG) in Q1 2019, closing a stake of 3,682 shares — an estimated $209K sold.

Simplicity Solutions first reported a position in IXG in Q4 2018 and held it in 1 quarter. The position peaked at $209K in Q4 2018. 72 funds tracked by Wall St. Rank hold IXG as of Q1 2019.

  • Simplicity Solutions reported no remaining iShares Global Financials ETF position as of Q1 2019 after selling out during the quarter.
  • Simplicity Solutions sold 3,682 iShares Global Financials ETF shares in Q1 2019, an estimated $209K.
  • Simplicity Solutions first reported a position in iShares Global Financials ETF in Q4 2018 and held it in 1 quarter.
  • Simplicity Solutions's iShares Global Financials ETF position peaked at $209K in Q4 2018.
  • 72 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2019.

Based on Simplicity Solutions's 13F filing for Q1 2019, filed 10 May 2019.