TFO Wealth Partners’s iShares Global Financials ETF IXG Stock Holding History

TFO Wealth Partners’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 Q4	–	Sell	-25	Closed	-$1.79K	–	1014
2023 Q3	$1.79K	Hold	25	–	–	﹤0.01%	215
2023 Q2	$1.79K	Hold	25	–	–	﹤0.01%	186
2023 Q1	$1.73K	Sell	25 -8,649	-100%	-$631K	﹤0.01%	150
2022 Q4	$507K	Buy	8,674 +8,649	+34,596%	+$591K	0.12%	27
2022 Q3	$2K	Hold	25	–	–	﹤0.01%	118
2022 Q2	$2K	Buy	+25	New	+$1.81K	﹤0.01%	320

Other funds holding IXG

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

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

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

AIC

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

AWA

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

TFO Wealth Partners's IXG Position: Q4 2023 in Review

TFO Wealth Partners sold out of iShares Global Financials ETF (IXG) in Q4 2023, closing a stake of 25 shares — an estimated $1.79K sold.

TFO Wealth Partners first reported a position in IXG in Q2 2022 and held it in 6 quarters. The position peaked at $507K in Q4 2022. 124 funds tracked by Wall St. Rank hold IXG as of Q4 2023.

TFO Wealth Partners reported no remaining iShares Global Financials ETF position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 25 iShares Global Financials ETF shares in Q4 2023, an estimated $1.79K.
TFO Wealth Partners first reported a position in iShares Global Financials ETF in Q2 2022 and held it in 6 quarters.
TFO Wealth Partners's iShares Global Financials ETF position peaked at $507K in Q4 2022.
124 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.