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Strategic Investment Advisors’s iShares Global Financials ETF IXG Stock Holding History

Strategic Investment Advisors’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
Q2 		– Sell
-4,461
Closed -$274K – 158
2019
Q1 		$274K Sell
4,461
-57
-1% -$3.5K 0.19% 95
2018
Q4 		$257K Buy
+4,518
New +$278K 0.23% 88

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Strategic Investment Advisors's IXG Position: Q2 2019 in Review

Strategic Investment Advisors sold out of iShares Global Financials ETF (IXG) in Q2 2019, closing a stake of 4,461 shares — an estimated $274K sold.

Strategic Investment Advisors first reported a position in IXG in Q4 2018 and held it in 2 quarters. The position peaked at $274K in Q1 2019. 66 funds tracked by Wall St. Rank hold IXG as of Q2 2019.

  • Strategic Investment Advisors reported no remaining iShares Global Financials ETF position as of Q2 2019 after selling out during the quarter.
  • Strategic Investment Advisors sold 4,461 iShares Global Financials ETF shares in Q2 2019, an estimated $274K.
  • Strategic Investment Advisors first reported a position in iShares Global Financials ETF in Q4 2018 and held it in 2 quarters.
  • Strategic Investment Advisors's iShares Global Financials ETF position peaked at $274K in Q1 2019.
  • 66 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2019.

Based on Strategic Investment Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.