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W Advisors LLC’s iShares Global Financials ETF IXG Stock Holding History

W Advisors LLC’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
2022
Q1 		– Sell
-8,162
Closed -$654K – 114
2021
Q4 		$654K Buy
+8,162
New +$661K 0.49% 50

Other funds holding IXG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D
Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

W Advisors LLC's IXG Position: Q1 2022 in Review

W Advisors LLC sold out of iShares Global Financials ETF (IXG) in Q1 2022, closing a stake of 8,162 shares — an estimated $654K sold.

W Advisors LLC first reported a position in IXG in Q4 2021 and held it in 1 quarter. The position peaked at $654K in Q4 2021. 217 funds tracked by Wall St. Rank hold IXG as of Q1 2022.

  • W Advisors LLC reported no remaining iShares Global Financials ETF position as of Q1 2022 after selling out during the quarter.
  • W Advisors LLC sold 8,162 iShares Global Financials ETF shares in Q1 2022, an estimated $654K.
  • W Advisors LLC first reported a position in iShares Global Financials ETF in Q4 2021 and held it in 1 quarter.
  • W Advisors LLC's iShares Global Financials ETF position peaked at $654K in Q4 2021.
  • 217 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2022.

Based on W Advisors LLC's 13F filing for Q1 2022, filed 26 Aug 2022.