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Beacon Capital Management LLC (Tennessee)’s iShares Global Financials ETF IXG Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025
Q3 		– Sell
-1,091
Closed -$121K – 586
2025
Q2 		$121K Buy
1,091
+14
+1% +$1.47K 0.02% 177
2025
Q1 		$111K Buy
+1,077
New +$109K 0.02% 187

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Envestnet Asset Management
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Ameriprise
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CIM
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Beacon Capital Management LLC (Tennessee)'s IXG Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares Global Financials ETF (IXG) in Q3 2025, closing a stake of 1,091 shares — an estimated $121K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IXG in Q1 2025 and held it in 2 quarters. The position peaked at $121K in Q2 2025. 130 funds tracked by Wall St. Rank hold IXG as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining iShares Global Financials ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 1,091 iShares Global Financials ETF shares in Q3 2025, an estimated $121K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in iShares Global Financials ETF in Q1 2025 and held it in 2 quarters.
  • Beacon Capital Management LLC (Tennessee)'s iShares Global Financials ETF position peaked at $121K in Q2 2025.
  • 130 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.