Wolff Wiese Magana’s iShares Global Financials ETF IXG Stock Holding History

Wolff Wiese Magana’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 Q4	–	Sell	-1,566	Closed	-$96K	–	878
2022 Q3	$96K	Buy	1,566 +2	+0.1%	+$134	0.08%	164
2022 Q2	$103K	Hold	1,564	–	–	0.08%	171
2022 Q1	$125K	Buy	1,564 +25	+2%	+$2.02K	0.08%	160
2021 Q4	$123K	Buy	1,539 +64	+4%	+$5.18K	0.08%	177
2021 Q3	$116K	Buy	1,475 +114	+8%	+$8.93K	0.08%	180
2021 Q2	$106K	Buy	+1,361	New	+$106K	0.08%	190

Other funds holding IXG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

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

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AIC

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

Wolff Wiese Magana's IXG Position: Q4 2022 in Review

Wolff Wiese Magana sold out of iShares Global Financials ETF (IXG) in Q4 2022, closing a stake of 1,566 shares — an estimated $96K sold.

Wolff Wiese Magana first reported a position in IXG in Q2 2021 and held it in 6 quarters. The position peaked at $125K in Q1 2022. 139 funds tracked by Wall St. Rank hold IXG as of Q4 2022.

Wolff Wiese Magana reported no remaining iShares Global Financials ETF position as of Q4 2022 after selling out during the quarter.
Wolff Wiese Magana sold 1,566 iShares Global Financials ETF shares in Q4 2022, an estimated $96K.
Wolff Wiese Magana first reported a position in iShares Global Financials ETF in Q2 2021 and held it in 6 quarters.
Wolff Wiese Magana's iShares Global Financials ETF position peaked at $125K in Q1 2022.
139 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2022.

Based on Wolff Wiese Magana's 13F filing for Q4 2022, filed 9 Feb 2023.