Truist Financial
IXG icon

Truist Financial’s iShares Global Financials ETF IXG Stock Holding History

Truist Financial’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
-4,309
Closed -$339K – 2676
2023
Q4 		$339K Sell
4,309
-132
-3% -$9.64K ﹤0.01% 2230
2023
Q3 		$313K Buy
4,441
+336
+8% +$24.4K ﹤0.01% 2216
2023
Q2 		$294K Buy
4,105
+185
+5% +$13K ﹤0.01% 2257
2023
Q1 		$271K Sell
3,920
-510
-12% -$37.2K ﹤0.01% 2285
2022
Q4 		$311K Sell
4,430
-561
-11% -$38.3K ﹤0.01% 2221
2022
Q3 		$306K Sell
4,991
-977
-16% -$65.5K ﹤0.01% 2076
2022
Q2 		$392K Buy
5,968
+361
+6% +$26.1K ﹤0.01% 2055
2022
Q1 		$445K Sell
5,607
-35,067
-86% -$2.83M ﹤0.01% 2067
2021
Q4 		$3.26M Sell
40,674
-8,278
-17% -$670K 0.01% 1068
2021
Q3 		$3.84M Buy
48,952
+6,905
+16% +$541K 0.01% 986
2021
Q2 		$3.26M Buy
+42,047
New +$3.28M 0.01% 1061

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

Truist Financial's IXG Position: Q1 2024 in Review

Truist Financial sold out of iShares Global Financials ETF (IXG) in Q1 2024, closing a stake of 4,309 shares — an estimated $339K sold.

Truist Financial first reported a position in IXG in Q2 2021 and held it in 11 quarters. The position peaked at $3.84M in Q3 2021. 114 funds tracked by Wall St. Rank hold IXG as of Q1 2024.

  • Truist Financial reported no remaining iShares Global Financials ETF position as of Q1 2024 after selling out during the quarter.
  • Truist Financial sold 4,309 iShares Global Financials ETF shares in Q1 2024, an estimated $339K.
  • Truist Financial first reported a position in iShares Global Financials ETF in Q2 2021 and held it in 11 quarters.
  • Truist Financial's iShares Global Financials ETF position peaked at $3.84M in Q3 2021.
  • 114 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2024.

Based on Truist Financial's 13F filing for Q1 2024, filed 13 May 2024.