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Cornerstone Planning Group’s iShares Global Financials ETF IXG Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-15
Closed -$1.7K – 1730
2025
Q2 		$1.7K Hold
15
– – ﹤0.01% 984
2025
Q1 		$1.53K Hold
15
– – ﹤0.01% 1045
2024
Q4 		$1.55K Hold
15
– – ﹤0.01% 858
2024
Q3 		$1.44K Hold
15
– – ﹤0.01% 856
2024
Q2 		$1.25K Sell
15
-38
-72% -$3.25K ﹤0.01% 890
2024
Q1 		$4.5K Hold
53
– – ﹤0.01% 530
2023
Q4 		$4.17K Hold
53
– – ﹤0.01% 553
2023
Q3 		$3.73K Hold
53
– – ﹤0.01% 571
2023
Q2 		$3.79K Buy
+53
New +$3.72K ﹤0.01% 994
2022
Q4 		$3.9K Buy
+53
New +$3.62K ﹤0.01% 1000

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
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cornerstone Planning Group's IXG Position: Q3 2025 in Review

Cornerstone Planning Group sold out of iShares Global Financials ETF (IXG) in Q3 2025, closing a stake of 15 shares — an estimated $1.7K sold.

Cornerstone Planning Group first reported a position in IXG in Q4 2022 and held it in 10 quarters. The position peaked at $4.5K in Q1 2024. 130 funds tracked by Wall St. Rank hold IXG as of Q3 2025.

  • Cornerstone Planning Group reported no remaining iShares Global Financials ETF position as of Q3 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 15 iShares Global Financials ETF shares in Q3 2025, an estimated $1.7K.
  • Cornerstone Planning Group first reported a position in iShares Global Financials ETF in Q4 2022 and held it in 10 quarters.
  • Cornerstone Planning Group's iShares Global Financials ETF position peaked at $4.5K in Q1 2024.
  • 130 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2025.

Based on Cornerstone Planning Group's 13F filing for Q3 2025, filed 4 Nov 2025.