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Coldstream Capital Management’s iShares Global Financials ETF IXG Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-945
Closed -$97.4K – 2218
2025
Q1 		$97.4K Buy
+945
New +$96K ﹤0.01% 1369

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Coldstream Capital Management's IXG Position: Q2 2025 in Review

Coldstream Capital Management sold out of iShares Global Financials ETF (IXG) in Q2 2025, closing a stake of 945 shares — an estimated $97.4K sold.

Coldstream Capital Management first reported a position in IXG in Q1 2025 and held it in 1 quarter. The position peaked at $97.4K in Q1 2025. 129 funds tracked by Wall St. Rank hold IXG as of Q2 2025.

  • Coldstream Capital Management reported no remaining iShares Global Financials ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 945 iShares Global Financials ETF shares in Q2 2025, an estimated $97.4K.
  • Coldstream Capital Management first reported a position in iShares Global Financials ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's iShares Global Financials ETF position peaked at $97.4K in Q1 2025.
  • 129 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.