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

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