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Coppell Advisory Solutions’s iShares Global Financials ETF IXG Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-147
Closed -$14.1K – 1112
2024
Q4 		$14.1K Sell
147
-50
-25% -$4.88K ﹤0.01% 996
2024
Q3 		$18.6K Hold
197
– – ﹤0.01% 900
2024
Q2 		$16.8K Buy
+197
New +$16.9K ﹤0.01% 852
2023
Q4 		$19.8K Buy
+252
New +$18.4K ﹤0.01% 744
2023
Q3 		– Sell
-201
Closed -$14.2K – 1375
2023
Q2 		$14.2K Buy
+201
New +$14.1K ﹤0.01% 621

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Coppell Advisory Solutions's IXG Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iShares Global Financials ETF (IXG) in Q1 2025, closing a stake of 147 shares — an estimated $14.1K sold.

Coppell Advisory Solutions first reported a position in IXG in Q2 2023 and held it in 5 quarters. The position peaked at $19.8K in Q4 2023. 127 funds tracked by Wall St. Rank hold IXG as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining iShares Global Financials ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 147 iShares Global Financials ETF shares in Q1 2025, an estimated $14.1K.
  • Coppell Advisory Solutions first reported a position in iShares Global Financials ETF in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's iShares Global Financials ETF position peaked at $19.8K in Q4 2023.
  • 127 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.