TS Financial Group (TSFG)’s iShares Global Financials ETF IXG Stock Holding History

TS Financial Group (TSFG)’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	-85	Closed	-$7K	–	843
2023 Q4	$7K	Hold	85	–	–	﹤0.01%	566
2023 Q3	$6K	Hold	85	–	–	﹤0.01%	626
2023 Q2	$6K	Hold	85	–	–	﹤0.01%	624
2023 Q1	$6K	Hold	85	–	–	﹤0.01%	615
2022 Q4	$6K	Hold	85	–	–	﹤0.01%	615
2022 Q3	$5K	Hold	85	–	–	﹤0.01%	634
2022 Q2	$6K	Hold	85	–	–	﹤0.01%	618
2022 Q1	$7K	Hold	85	–	–	﹤0.01%	598
2021 Q4	$7K	Hold	85	–	–	﹤0.01%	621
2021 Q3	$7K	Hold	85	–	–	﹤0.01%	613
2021 Q2	$7K	Hold	85	–	–	﹤0.01%	609
2021 Q1	$6K	Hold	85	–	–	﹤0.01%	564
2020 Q4	$6K	Hold	85	–	–	﹤0.01%	577
2020 Q3	$5K	Hold	85	–	–	﹤0.01%	550
2020 Q2	$4K	Hold	85	–	–	﹤0.01%	564
2020 Q1	$4K	Hold	85	–	–	﹤0.01%	508
2019 Q4	$6K	Hold	85	–	–	﹤0.01%	493
2019 Q3	$5K	Hold	85	–	–	﹤0.01%	525
2019 Q2	$5K	Hold	85	–	–	﹤0.01%	499
2019 Q1	$5K	Buy	+85	New	+$5.23K	﹤0.01%	481

Other funds holding IXG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

TS Financial Group (TSFG)'s IXG Position: Q1 2024 in Review

TS Financial Group (TSFG) sold out of iShares Global Financials ETF (IXG) in Q1 2024, closing a stake of 85 shares — an estimated $7K sold.

TS Financial Group (TSFG) first reported a position in IXG in Q1 2019 and held it in 20 quarters. The position peaked at $7K in Q4 2023. 114 funds tracked by Wall St. Rank hold IXG as of Q1 2024.

TS Financial Group (TSFG) reported no remaining iShares Global Financials ETF position as of Q1 2024 after selling out during the quarter.
TS Financial Group (TSFG) sold 85 iShares Global Financials ETF shares in Q1 2024, an estimated $7K.
TS Financial Group (TSFG) first reported a position in iShares Global Financials ETF in Q1 2019 and held it in 20 quarters.
TS Financial Group (TSFG)'s iShares Global Financials ETF position peaked at $7K in Q4 2023.
114 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2024.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2024, filed 16 Apr 2024.