Vigilant Capital Management’s iShares Global Financials ETF IXG Stock Holding History

Vigilant Capital Management’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 Q2	$65K	Sell	915 -20	-2%	-$1.41K	﹤0.01%	255
2023 Q1	$65K	Buy	935 +255	+38%	+$18.6K	0.01%	241
2022 Q4	$48K	Buy	680 +200	+42%	+$13.7K	﹤0.01%	273
2022 Q3	$29K	Hold	480	–	–	﹤0.01%	342
2022 Q2	$32K	Buy	+480	New	+$34.7K	﹤0.01%	320

Other funds holding IXG

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

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

Leo Brokerage Hurst, Texas $876M AUM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AIC

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Vigilant Capital Management's IXG Position: Q2 2023 in Review

Vigilant Capital Management reduced its iShares Global Financials ETF (IXG) stake by 2.1% in Q2 2023, selling an estimated $1.41K and leaving 915 shares worth $65K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Vigilant Capital Management first reported a position in IXG in Q2 2022 and has held it in 5 quarters since. 122 funds tracked by Wall St. Rank hold IXG as of Q2 2023.

Vigilant Capital Management held 915 shares of iShares Global Financials ETF worth $65K as of Q2 2023.
Vigilant Capital Management sold 20 iShares Global Financials ETF shares in Q2 2023, an estimated $1.41K.
iShares Global Financials ETF made up ﹤0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #255 holding.
Vigilant Capital Management first reported a position in iShares Global Financials ETF in Q2 2022 and has held it in 5 quarters since.
122 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.