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Global Retirement Partners’s iShares Global Financials ETF IXG Stock Holding History

Global Retirement Partners’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
Q4 		$29K Sell
240
-51
-18% -$5.94K ﹤0.01% 2687
2025
Q3 		$33.9K Hold
291
– – ﹤0.01% 2110
2025
Q2 		$32.2K Buy
+291
New +$30.5K ﹤0.01% 2023
2024
Q4 		$27.7K Sell
289
-26
-8% -$2.54K ﹤0.01% 1911
2024
Q3 		$29.8K Buy
315
+25
+9% +$2.25K ﹤0.01% 1801
2024
Q2 		$24.7K Sell
290
-15
-5% -$1.28K ﹤0.01% 1876
2024
Q1 		$26.4K Sell
305
-19
-6% -$1.54K ﹤0.01% 1690
2023
Q4 		$24.9K Sell
324
-4,421
-93% -$323K ﹤0.01% 1654
2023
Q3 		$327K Buy
4,745
+681
+17% +$49.4K 0.02% 536
2023
Q2 		$291K Buy
4,064
+720
+22% +$50.6K 0.01% 575
2023
Q1 		$232K Buy
3,344
+184
+6% +$13.4K 0.01% 614
2022
Q4 		$222K Sell
3,160
-29
-0.9% -$1.98K 0.02% 569
2022
Q3 		$214K Buy
3,189
+1,531
+92% +$103K 0.02% 547
2022
Q2 		$109K Buy
1,658
+38
+2% +$2.75K 0.01% 711
2022
Q1 		$117K Buy
+1,620
New +$131K 0.01% 708
2021
Q4 		– Sell
-1,386
Closed -$109K – 1043
2021
Q3 		$109K Sell
1,386
-200
-13% -$15.7K 0.01% 623
2021
Q2 		$123K Buy
+1,586
New +$124K 0.01% 581
2018
Q4 		– Sell
-268
Closed -$18K – 1507
2018
Q3 		$18K Hold
268
– – ﹤0.01% 854
2018
Q2 		$17K Buy
+268
New +$18.3K ﹤0.01% 849

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Global Retirement Partners's IXG Position: Q4 2025 in Review

Global Retirement Partners reduced its iShares Global Financials ETF (IXG) stake by 18% in Q4 2025, selling an estimated $5.94K and leaving 240 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #2687.

Global Retirement Partners first reported a position in IXG in Q2 2018 and has held it in 19 quarters since. The position peaked at $327K in Q3 2023. 139 funds tracked by Wall St. Rank hold IXG as of Q4 2025.

  • Global Retirement Partners held 240 shares of iShares Global Financials ETF worth $29K as of Q4 2025.
  • Global Retirement Partners sold 51 iShares Global Financials ETF shares in Q4 2025, an estimated $5.94K.
  • iShares Global Financials ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2687 holding.
  • Global Retirement Partners first reported a position in iShares Global Financials ETF in Q2 2018 and has held it in 19 quarters since.
  • Global Retirement Partners's iShares Global Financials ETF position peaked at $327K in Q3 2023.
  • 139 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.