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SVB Wealth’s iShares Global Financials ETF IXG Stock Holding History

SVB Wealth’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
Q4 		– Sell
-8,567
Closed -$525K – 1071
2022
Q3 		$525K Sell
8,567
-144
-2% -$9.65K 0.01% 520
2022
Q2 		$573K Sell
8,711
-394
-4% -$28.5K 0.01% 417
2022
Q1 		$723K Sell
9,105
-552
-6% -$44.6K 0.01% 375
2021
Q4 		$773K Sell
9,657
-11,179
-54% -$905K 0.01% 353
2021
Q3 		$1.64M Sell
20,836
-2,517
-11% -$197K 0.02% 293
2021
Q2 		$1.81M Buy
+23,353
New +$1.82M 0.02% 271

Other funds holding IXG

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

SVB Wealth's IXG Position: Q4 2022 in Review

SVB Wealth sold out of iShares Global Financials ETF (IXG) in Q4 2022, closing a stake of 8,567 shares — an estimated $525K sold.

SVB Wealth first reported a position in IXG in Q2 2021 and held it in 6 quarters. The position peaked at $1.81M in Q2 2021. 139 funds tracked by Wall St. Rank hold IXG as of Q4 2022.

  • SVB Wealth reported no remaining iShares Global Financials ETF position as of Q4 2022 after selling out during the quarter.
  • SVB Wealth sold 8,567 iShares Global Financials ETF shares in Q4 2022, an estimated $525K.
  • SVB Wealth first reported a position in iShares Global Financials ETF in Q2 2021 and held it in 6 quarters.
  • SVB Wealth's iShares Global Financials ETF position peaked at $1.81M in Q2 2021.
  • 139 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2022.

Based on SVB Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.