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Steward Partners Investment Advisory’s iShares Global Consumer Discretionary ETF RXI Stock Holding History

Steward Partners Investment Advisory’s Portfolio RXI Stock Details RXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-185
Closed -$29.4K – 3657
2023
Q4 		$29.4K Buy
185
+174
+1,582% +$25.9K ﹤0.01% 2211
2023
Q3 		$1.61K Buy
+11
New +$1.7K ﹤0.01% 3116

Other funds holding RXI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Steward Partners Investment Advisory's RXI Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of iShares Global Consumer Discretionary ETF (RXI) in Q1 2024, closing a stake of 185 shares — an estimated $29.4K sold.

Steward Partners Investment Advisory first reported a position in RXI in Q3 2023 and held it in 2 quarters. The position peaked at $29.4K in Q4 2023. 68 funds tracked by Wall St. Rank hold RXI as of Q1 2024.

  • Steward Partners Investment Advisory reported no remaining iShares Global Consumer Discretionary ETF position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 185 iShares Global Consumer Discretionary ETF shares in Q1 2024, an estimated $29.4K.
  • Steward Partners Investment Advisory first reported a position in iShares Global Consumer Discretionary ETF in Q3 2023 and held it in 2 quarters.
  • Steward Partners Investment Advisory's iShares Global Consumer Discretionary ETF position peaked at $29.4K in Q4 2023.
  • 68 funds tracked by Wall St. Rank held iShares Global Consumer Discretionary ETF as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.