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WealthPLAN Partners’s iShares Global Financials ETF IXG Stock Holding History

WealthPLAN Partners’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
-3,818
Closed -$311K – 396
2021
Q4 		$311K Sell
3,818
-466
-11% -$37.7K 0.02% 313
2021
Q3 		$346K Sell
4,284
-1,102
-20% -$86.3K 0.02% 299
2021
Q2 		$436K Buy
+5,386
New +$420K 0.03% 248
2016
Q3 		$10.2K Hold
200
– – ﹤0.01% 599
2016
Q2 		$9.56K Buy
+200
New +$9.98K ﹤0.01% 1762
2015
Q4 		$10.6K Buy
+200
New +$10.8K ﹤0.01% 1125

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 $93.1B 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 $528B AUM 27.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B 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 $431B AUM 30.22% 1-Year Est. Return