Ten Capital Wealth Advisors’s iShares Global Financials ETF IXG Stock Holding History

Ten Capital Wealth Advisors’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
2023 Q2	–	Sell	-3	Closed	-$207	–	367
2023 Q1	$207	Buy	+3	New	+$219	﹤0.01%	537
2022 Q3	–	Sell	-33	Closed	-$2.21K	–	591
2022 Q2	$2K	Hold	33	–	–	﹤0.01%	395
2022 Q1	$3K	Hold	33	–	–	﹤0.01%	409
2021 Q4	$3K	Buy	+33	New	+$2.67K	﹤0.01%	396

Other funds holding IXG

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

Leo Brokerage Hurst, Texas $876M AUM

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

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

AIC

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Ten Capital Wealth Advisors's IXG Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares Global Financials ETF (IXG) in Q2 2023, closing a stake of 3 shares — an estimated $207 sold.

Ten Capital Wealth Advisors first reported a position in IXG in Q4 2021 and held it in 4 quarters. The position peaked at $3K in Q1 2022. 122 funds tracked by Wall St. Rank hold IXG as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining iShares Global Financials ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 3 iShares Global Financials ETF shares in Q2 2023, an estimated $207.
Ten Capital Wealth Advisors first reported a position in iShares Global Financials ETF in Q4 2021 and held it in 4 quarters.
Ten Capital Wealth Advisors's iShares Global Financials ETF position peaked at $3K in Q1 2022.
122 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.