SFPG
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Stonebridge Financial Planning Group’s iShares Global Financials ETF IXG Stock Holding History

Stonebridge Financial Planning Group’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
Q1 		– Sell
-1,200
Closed -$97K – 241
2021
Q4 		$97K Hold
1,200
– – 0.05% 165
2021
Q3 		$101K Hold
1,200
– – 0.05% 165
2021
Q2 		$93K Buy
1,200
+900
+300% +$70.2K 0.05% 169
2021
Q1 		$23K Hold
300
– – 0.01% 291
2020
Q4 		$20K Sell
300
-50
-14% -$2.98K 0.01% 280
2020
Q3 		$19K Hold
350
– – 0.01% 270
2020
Q2 		$18K Buy
350
+150
+75% +$7.55K 0.02% 274
2020
Q1 		$10K Hold
200
– – 0.01% 301
2019
Q4 		$14K Buy
+200
New +$13.3K 0.01% 266

Other funds holding IXG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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
D
Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return