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Tacita Capital’s iShares Global Financials ETF IXG Stock Holding History

Tacita Capital’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
-101
Closed -$7.94K – 222
2023
Q4 		$7.94K Buy
+101
New +$7.37K 0.01% 197

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

Tacita Capital's IXG Position: Q1 2024 in Review

Tacita Capital sold out of iShares Global Financials ETF (IXG) in Q1 2024, closing a stake of 101 shares — an estimated $7.94K sold.

Tacita Capital first reported a position in IXG in Q4 2023 and held it in 1 quarter. The position peaked at $7.94K in Q4 2023. 114 funds tracked by Wall St. Rank hold IXG as of Q1 2024.

  • Tacita Capital reported no remaining iShares Global Financials ETF position as of Q1 2024 after selling out during the quarter.
  • Tacita Capital sold 101 iShares Global Financials ETF shares in Q1 2024, an estimated $7.94K.
  • Tacita Capital first reported a position in iShares Global Financials ETF in Q4 2023 and held it in 1 quarter.
  • Tacita Capital's iShares Global Financials ETF position peaked at $7.94K in Q4 2023.
  • 114 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2024.

Based on Tacita Capital's 13F filing for Q1 2024, filed 14 May 2024.