Cerity Partners’s iShares Global Financials ETF IXG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $639K | Buy |
|
|||||
|
2025
Q2 | $575K | Sell |
|
|||||
|
2025
Q1 | $640K | Sell |
|
|||||
|
2024
Q4 | $597K | Sell |
|
|||||
|
2024
Q3 | $625K | Sell |
|
|||||
|
2024
Q2 | $575K | Sell |
|
|||||
|
2024
Q1 | $718K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $296K | Sell |
|
|||||
|
2023
Q1 | $1.08M | Sell |
|
|||||
|
2022
Q4 | $1.13M | Buy |
|