TD Capital Management’s iShares Global Financials ETF IXG Stock Holding History

TD Capital Management’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
2020 Q2	–	Sell	-448	Closed	-$21K	–	276
2020 Q1	$21K	Hold	448	–	–	﹤0.01%	134
2019 Q4	$31K	Buy	448 +5	+1%	+$332	0.01%	138
2019 Q3	$28K	Hold	443	–	–	0.01%	137
2019 Q2	$28K	Buy	443 +8	+2%	+$510	0.01%	127
2019 Q1	$27K	Hold	435	–	–	0.01%	106
2018 Q4	$25K	Buy	435 +58	+15%	+$3.57K	0.01%	107
2018 Q3	$25K	Hold	377	–	–	0.01%	109
2018 Q2	$24K	Buy	377 +52	+16%	+$3.55K	0.01%	101
2018 Q1	$22K	Sell	325 -14	-4%	-$1.01K	0.01%	108
2017 Q4	$24K	Buy	339 +4	+1%	+$273	0.01%	98
2017 Q3	$22K	Hold	335	–	–	0.01%	101
2017 Q2	$21K	Buy	335 +4	+1%	+$246	0.01%	93
2017 Q1	$20K	Buy	+331	New	+$20K	0.01%	94

Other funds holding IXG

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TD Capital Management's IXG Position: Q2 2020 in Review

TD Capital Management sold out of iShares Global Financials ETF (IXG) in Q2 2020, closing a stake of 448 shares — an estimated $21K sold.

TD Capital Management first reported a position in IXG in Q1 2017 and held it in 13 quarters. The position peaked at $31K in Q4 2019. 56 funds tracked by Wall St. Rank hold IXG as of Q2 2020.

TD Capital Management reported no remaining iShares Global Financials ETF position as of Q2 2020 after selling out during the quarter.
TD Capital Management sold 448 iShares Global Financials ETF shares in Q2 2020, an estimated $21K.
TD Capital Management first reported a position in iShares Global Financials ETF in Q1 2017 and held it in 13 quarters.
TD Capital Management's iShares Global Financials ETF position peaked at $31K in Q4 2019.
56 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2020.

Based on TD Capital Management's 13F filing for Q2 2020, filed 13 Aug 2020.