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

Cresset Asset 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
2026
Q1 		– Sell
-17,469
Closed -$2.11M – 1721
2025
Q4 		$2.11M Sell
17,469
-8,482
-33% -$988K 0.01% 552
2025
Q3 		$3.03M Buy
25,951
+7,127
+38% +$810K 0.01% 448
2025
Q2 		$2.09M Sell
18,824
-6,983
-27% -$732K 0.01% 490
2025
Q1 		$2.66M Sell
25,807
-5,898
-19% -$599K 0.01% 460
2024
Q4 		$3.05M Sell
31,705
-18,081
-36% -$1.76M 0.01% 444
2024
Q3 		$4.71M Buy
49,786
+23,004
+86% +$2.07M 0.02% 467
2024
Q2 		$2.28M Buy
26,782
+23,780
+792% +$2.03M 0.01% 665
2024
Q1 		$260K Buy
+3,002
New +$244K ﹤0.01% 1652

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return