Slow Capital’s iShares Global Financials ETF IXG Stock Holding History

Slow Capital’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
2020 Q3	–	Sell	-20,620	Closed	-$1.08M	–	296
2020 Q2	$1.08M	Buy	20,620 +76	+0.4%	+$3.82K	0.32%	103
2020 Q1	$970K	Sell	20,544 -542	-3%	-$33.3K	0.37%	100
2019 Q4	$1.45M	Sell	21,086 -1,076	-5%	-$71.5K	0.45%	78
2019 Q3	$1.42M	Buy	22,162 +327	+1%	+$20.6K	0.5%	79
2019 Q2	$1.4M	Sell	21,835 -737	-3%	-$47K	0.58%	64
2019 Q1	$1.39M	Sell	22,572 -1,257	-5%	-$77.3K	0.55%	71
2018 Q4	$1.35M	Sell	23,829 -513	-2%	-$31.6K	0.65%	66
2018 Q3	$1.6M	Sell	24,342 -2,151	-8%	-$142K	0.71%	61
2018 Q2	$1.7M	Buy	26,493 +358	+1%	+$24.4K	0.86%	48
2018 Q1	$1.81M	Buy	26,135 +8,022	+44%	+$578K	0.81%	47
2017 Q4	$1.26M	Buy	+18,113	New	+$1.24M	0.66%	65

Other funds holding IXG

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Slow Capital's IXG Position: Q3 2020 in Review

Slow Capital sold out of iShares Global Financials ETF (IXG) in Q3 2020, closing a stake of 20,620 shares — an estimated $1.08M sold.

Slow Capital first reported a position in IXG in Q4 2017 and held it in 11 quarters. The position peaked at $1.81M in Q1 2018. 49 funds tracked by Wall St. Rank hold IXG as of Q3 2020.

Slow Capital reported no remaining iShares Global Financials ETF position as of Q3 2020 after selling out during the quarter.
Slow Capital sold 20,620 iShares Global Financials ETF shares in Q3 2020, an estimated $1.08M.
Slow Capital first reported a position in iShares Global Financials ETF in Q4 2017 and held it in 11 quarters.
Slow Capital's iShares Global Financials ETF position peaked at $1.81M in Q1 2018.
49 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2020.

Based on Slow Capital's 13F filing for Q3 2020, filed 4 Nov 2020.