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Successful Portfolios’s iShares Global Financials ETF IXG Stock Holding History

Successful Portfolios’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
-3,680
Closed -$295K – 213
2021
Q4 		$295K Sell
3,680
-927
-20% -$75.1K 0.16% 148
2021
Q3 		$361K Buy
4,607
+358
+8% +$28K 0.22% 120
2021
Q2 		$330K Buy
+4,249
New +$331K 0.2% 127

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

Successful Portfolios's IXG Position: Q1 2022 in Review

Successful Portfolios sold out of iShares Global Financials ETF (IXG) in Q1 2022, closing a stake of 3,680 shares — an estimated $295K sold.

Successful Portfolios first reported a position in IXG in Q2 2021 and held it in 3 quarters. The position peaked at $361K in Q3 2021. 217 funds tracked by Wall St. Rank hold IXG as of Q1 2022.

  • Successful Portfolios reported no remaining iShares Global Financials ETF position as of Q1 2022 after selling out during the quarter.
  • Successful Portfolios sold 3,680 iShares Global Financials ETF shares in Q1 2022, an estimated $295K.
  • Successful Portfolios first reported a position in iShares Global Financials ETF in Q2 2021 and held it in 3 quarters.
  • Successful Portfolios's iShares Global Financials ETF position peaked at $361K in Q3 2021.
  • 217 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2022.

Based on Successful Portfolios's 13F filing for Q1 2022, filed 21 Apr 2022.