Cresset Asset Management’s iShares Global Financials ETF IXG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.09M Sell
18,824
-6,983
-27% -$774K 0.01% 536
2025
Q1
$2.66M Sell
25,807
-5,898
-19% -$608K 0.01% 453
2024
Q4
$3.05M Sell
31,705
-18,081
-36% -$1.74M 0.01% 432
2024
Q3
$4.71M Buy
49,786
+23,004
+86% +$2.18M 0.02% 456
2024
Q2
$2.28M Buy
26,782
+23,780
+792% +$2.02M 0.01% 645
2024
Q1
$260K Buy
+3,002
New +$260K ﹤0.01% 1634