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

Sowell 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
2021
Q2 		– Sell
-95
Closed -$8K – 1638
2021
Q1 		$8K Buy
+95
New +$6.65K ﹤0.01% 2404
2020
Q2 		– Sell
-176
Closed -$8K – 2562
2020
Q1 		$8K Sell
176
-525
-75% -$32.2K ﹤0.01% 1680
2019
Q4 		$48K Buy
701
+176
+34% +$11.7K ﹤0.01% 1161
2019
Q3 		$34K Buy
+525
New +$33K ﹤0.01% 1110

Other funds holding IXG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sowell Financial Services's IXG Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares Global Financials ETF (IXG) in Q2 2021, closing a stake of 95 shares — an estimated $8K sold.

Sowell Financial Services first reported a position in IXG in Q3 2019 and held it in 4 quarters. The position peaked at $48K in Q4 2019. 247 funds tracked by Wall St. Rank hold IXG as of Q2 2021.

  • Sowell Financial Services reported no remaining iShares Global Financials ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 95 iShares Global Financials ETF shares in Q2 2021, an estimated $8K.
  • Sowell Financial Services first reported a position in iShares Global Financials ETF in Q3 2019 and held it in 4 quarters.
  • Sowell Financial Services's iShares Global Financials ETF position peaked at $48K in Q4 2019.
  • 247 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.