WealthOne’s iShares Global Financials ETF IXG Stock Holding History

WealthOne’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
2020 Q1	–	Sell	-5,386	Closed	-$370K	–	90
2019 Q4	$370K	Buy	+5,386	New	+$358K	0.23%	61

Other funds holding IXG

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

AIC

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

WealthOne's IXG Position: Q1 2020 in Review

WealthOne sold out of iShares Global Financials ETF (IXG) in Q1 2020, closing a stake of 5,386 shares — an estimated $370K sold.

WealthOne first reported a position in IXG in Q4 2019 and held it in 1 quarter. The position peaked at $370K in Q4 2019. 61 funds tracked by Wall St. Rank hold IXG as of Q1 2020.

WealthOne reported no remaining iShares Global Financials ETF position as of Q1 2020 after selling out during the quarter.
WealthOne sold 5,386 iShares Global Financials ETF shares in Q1 2020, an estimated $370K.
WealthOne first reported a position in iShares Global Financials ETF in Q4 2019 and held it in 1 quarter.
WealthOne's iShares Global Financials ETF position peaked at $370K in Q4 2019.
61 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2020.

Based on WealthOne's 13F filing for Q1 2020, filed 16 Apr 2020.