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Towerpoint Wealth’s iShares Global Financials ETF IXG Stock Holding History

Towerpoint Wealth’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
2019
Q4 		– Sell
-210
Closed -$13K – 69
2019
Q3 		$13K Buy
+210
New +$13.2K 0.01% 79

Other funds holding IXG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Towerpoint Wealth's IXG Position: Q4 2019 in Review

Towerpoint Wealth sold out of iShares Global Financials ETF (IXG) in Q4 2019, closing a stake of 210 shares — an estimated $13K sold.

Towerpoint Wealth first reported a position in IXG in Q3 2019 and held it in 1 quarter. The position peaked at $13K in Q3 2019. 78 funds tracked by Wall St. Rank hold IXG as of Q4 2019.

  • Towerpoint Wealth reported no remaining iShares Global Financials ETF position as of Q4 2019 after selling out during the quarter.
  • Towerpoint Wealth sold 210 iShares Global Financials ETF shares in Q4 2019, an estimated $13K.
  • Towerpoint Wealth first reported a position in iShares Global Financials ETF in Q3 2019 and held it in 1 quarter.
  • Towerpoint Wealth's iShares Global Financials ETF position peaked at $13K in Q3 2019.
  • 78 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2019.

Based on Towerpoint Wealth's 13F filing for Q4 2019, filed 15 Jan 2020.