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SYSTM Wealth Solutions’s iShares Global Financials ETF IXG Stock Holding History

SYSTM Wealth Solutions’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
2024
Q1 		– Sell
-113
Closed -$8.88K – 1028
2023
Q4 		$8.88K Buy
+113
New +$8.25K ﹤0.01% 840

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

SYSTM Wealth Solutions's IXG Position: Q1 2024 in Review

SYSTM Wealth Solutions sold out of iShares Global Financials ETF (IXG) in Q1 2024, closing a stake of 113 shares — an estimated $8.88K sold.

SYSTM Wealth Solutions first reported a position in IXG in Q4 2023 and held it in 1 quarter. The position peaked at $8.88K in Q4 2023. 114 funds tracked by Wall St. Rank hold IXG as of Q1 2024.

  • SYSTM Wealth Solutions reported no remaining iShares Global Financials ETF position as of Q1 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 113 iShares Global Financials ETF shares in Q1 2024, an estimated $8.88K.
  • SYSTM Wealth Solutions first reported a position in iShares Global Financials ETF in Q4 2023 and held it in 1 quarter.
  • SYSTM Wealth Solutions's iShares Global Financials ETF position peaked at $8.88K in Q4 2023.
  • 114 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.