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Comprehensive Financial Planning’s iShares Global Financials ETF IXG Stock Holding History

Comprehensive Financial Planning’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
-84
Closed -$8.65K – 345
2025
Q1 		$8.65K Hold
84
– – 0.01% 224
2024
Q4 		$8.07K Buy
+84
New +$8.19K 0.01% 255

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 $12.4B AUM 29.42% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Comprehensive Financial Planning's IXG Position: Q2 2025 in Review

Comprehensive Financial Planning sold out of iShares Global Financials ETF (IXG) in Q2 2025, closing a stake of 84 shares — an estimated $8.65K sold.

Comprehensive Financial Planning first reported a position in IXG in Q4 2024 and held it in 2 quarters. The position peaked at $8.65K in Q1 2025. 129 funds tracked by Wall St. Rank hold IXG as of Q2 2025.

  • Comprehensive Financial Planning reported no remaining iShares Global Financials ETF position as of Q2 2025 after selling out during the quarter.
  • Comprehensive Financial Planning sold 84 iShares Global Financials ETF shares in Q2 2025, an estimated $8.65K.
  • Comprehensive Financial Planning first reported a position in iShares Global Financials ETF in Q4 2024 and held it in 2 quarters.
  • Comprehensive Financial Planning's iShares Global Financials ETF position peaked at $8.65K in Q1 2025.
  • 129 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2025.

Based on Comprehensive Financial Planning's 13F filing for Q2 2025, filed 8 Aug 2025.