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LGT Financial Advisors’s iShares Global Comm Services ETF IXP Stock Holding History

LGT Financial Advisors’s Portfolio IXP Stock Details IXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-126
Closed -$14.2K – 519
2025
Q2 		$14.2K Hold
126
– – 0.04% 185
2025
Q1 		$12.2K Buy
+126
New +$12.7K 0.04% 169

Other funds holding IXP

HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPW
Surience Private Wealth Yakima, Washington $114M AUM 35.7% 1-Year Est. Return

LGT Financial Advisors's IXP Position: Q3 2025 in Review

LGT Financial Advisors sold out of iShares Global Comm Services ETF (IXP) in Q3 2025, closing a stake of 126 shares — an estimated $14.2K sold.

LGT Financial Advisors first reported a position in IXP in Q1 2025 and held it in 2 quarters. The position peaked at $14.2K in Q2 2025. 122 funds tracked by Wall St. Rank hold IXP as of Q3 2025.

  • LGT Financial Advisors reported no remaining iShares Global Comm Services ETF position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 126 iShares Global Comm Services ETF shares in Q3 2025, an estimated $14.2K.
  • LGT Financial Advisors first reported a position in iShares Global Comm Services ETF in Q1 2025 and held it in 2 quarters.
  • LGT Financial Advisors's iShares Global Comm Services ETF position peaked at $14.2K in Q2 2025.
  • 122 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.