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WESPAC Advisors SoCal’s iShares Global Financials ETF IXG Stock Holding History

WESPAC Advisors SoCal’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
2018
Q2 		– Sell
-200
Closed -$13K – 172
2018
Q1 		$13K Buy
+200
New +$14.4K 0.01% 183

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WESPAC Advisors SoCal's IXG Position: Q2 2018 in Review

WESPAC Advisors SoCal sold out of iShares Global Financials ETF (IXG) in Q2 2018, closing a stake of 200 shares — an estimated $13K sold.

WESPAC Advisors SoCal first reported a position in IXG in Q1 2018 and held it in 1 quarter. The position peaked at $13K in Q1 2018. 77 funds tracked by Wall St. Rank hold IXG as of Q2 2018.

  • WESPAC Advisors SoCal reported no remaining iShares Global Financials ETF position as of Q2 2018 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 200 iShares Global Financials ETF shares in Q2 2018, an estimated $13K.
  • WESPAC Advisors SoCal first reported a position in iShares Global Financials ETF in Q1 2018 and held it in 1 quarter.
  • WESPAC Advisors SoCal's iShares Global Financials ETF position peaked at $13K in Q1 2018.
  • 77 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2018, filed 13 Jul 2018.