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EWG Elevate’s iShares Global Financials ETF IXG Stock Holding History

EWG Elevate’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 		$12.2M Buy
104,843
+3,539
+3% +$402K 3.82% 3
2025
Q2 		$11.2M Buy
101,304
+91,622
+946% +$9.6M 3.46% 3
2025
Q1 		$997K Sell
9,682
-7,611
-44% -$773K 0.37% 53
2024
Q4 		$1.66M Buy
+17,293
New +$1.69M 0.51% 51

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 $105B AUM 38.07% 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
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
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

EWG Elevate's IXG Position: Q3 2025 in Review

EWG Elevate increased its iShares Global Financials ETF (IXG) stake by 3.5% in Q3 2025, buying an estimated $402K and bringing the position to 104,843 shares worth $12.2M. The position accounts for 3.82% of the portfolio, ranked #3.

EWG Elevate first reported a position in IXG in Q4 2024 and has held it in 4 quarters since. 130 funds tracked by Wall St. Rank hold IXG as of Q3 2025.

  • EWG Elevate held 104,843 shares of iShares Global Financials ETF worth $12.2M as of Q3 2025.
  • EWG Elevate bought 3,539 iShares Global Financials ETF shares in Q3 2025, an estimated $402K.
  • iShares Global Financials ETF made up 3.82% of EWG Elevate's portfolio in Q3 2025, its #3 holding.
  • EWG Elevate first reported a position in iShares Global Financials ETF in Q4 2024 and has held it in 4 quarters since.
  • 130 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.