Cerity Partners
IXG icon

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

Cerity 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
2025
Q4 		– Sell
-5,476
Closed -$639K – 2955
2025
Q3 		$639K Buy
5,476
+291
+6% +$33.1K ﹤0.01% 1833
2025
Q2 		$575K Sell
5,185
-1,023
-16% -$107K ﹤0.01% 1793
2025
Q1 		$640K Sell
6,208
-12
-0.2% -$1.22K ﹤0.01% 1637
2024
Q4 		$597K Sell
6,220
-385
-6% -$37.5K ﹤0.01% 1663
2024
Q3 		$625K Sell
6,605
-152
-2% -$13.7K ﹤0.01% 1653
2024
Q2 		$575K Sell
6,757
-1,528
-18% -$131K ﹤0.01% 1484
2024
Q1 		$718K Buy
+8,285
New +$673K ﹤0.01% 1428
2023
Q3 		– Sell
-4,133
Closed -$296K – 1552
2023
Q2 		$296K Sell
4,133
-11,544
-74% -$811K ﹤0.01% 1402
2023
Q1 		$1.08M Sell
15,677
-373
-2% -$27.2K ﹤0.01% 946
2022
Q4 		$1.13M Buy
+16,050
New +$1.1M 0.01% 668

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Cerity Partners's IXG Position: Q4 2025 in Review

Cerity Partners sold out of iShares Global Financials ETF (IXG) in Q4 2025, closing a stake of 5,476 shares — an estimated $639K sold.

Cerity Partners first reported a position in IXG in Q4 2022 and held it in 10 quarters. The position peaked at $1.13M in Q4 2022. 139 funds tracked by Wall St. Rank hold IXG as of Q4 2025.

  • Cerity Partners reported no remaining iShares Global Financials ETF position as of Q4 2025 after selling out during the quarter.
  • Cerity Partners sold 5,476 iShares Global Financials ETF shares in Q4 2025, an estimated $639K.
  • Cerity Partners first reported a position in iShares Global Financials ETF in Q4 2022 and held it in 10 quarters.
  • Cerity Partners's iShares Global Financials ETF position peaked at $1.13M in Q4 2022.
  • 139 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2025.

Based on Cerity Partners's 13F filing for Q4 2025, filed 11 Feb 2026.