U.S. Capital Wealth Advisors’s iShares Global Financials ETF IXG Stock Holding History

U.S. 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 Q1	–	Sell	-100	Closed	-$7.03K	–	1086
2022 Q4	$7.03K	Buy	+100	New	+$6.83K	﹤0.01%	1327

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

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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AIC

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

U.S. Capital Wealth Advisors's IXG Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of iShares Global Financials ETF (IXG) in Q1 2023, closing a stake of 100 shares — an estimated $7.03K sold.

U.S. Capital Wealth Advisors first reported a position in IXG in Q4 2022 and held it in 1 quarter. The position peaked at $7.03K in Q4 2022. 131 funds tracked by Wall St. Rank hold IXG as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining iShares Global Financials ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 100 iShares Global Financials ETF shares in Q1 2023, an estimated $7.03K.
U.S. Capital Wealth Advisors first reported a position in iShares Global Financials ETF in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's iShares Global Financials ETF position peaked at $7.03K in Q4 2022.
131 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.