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LGT Financial Advisors’s iShares Global Consumer Discretionary ETF RXI Stock Holding History

LGT Financial Advisors’s Portfolio RXI Stock Details RXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-23
Closed -$4.09K – 627
2025
Q1 		$4.09K Hold
23
– – 0.01% 242
2024
Q4 		$4.24K Hold
23
– – 0.01% 574
2024
Q3 		$4.08K Sell
23
-2
-8% -$328 0.01% 572
2024
Q2 		$4.02K Buy
+25
New +$4.04K 0.01% 630

Other funds holding RXI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return

LGT Financial Advisors's RXI Position: Q2 2025 in Review

LGT Financial Advisors sold out of iShares Global Consumer Discretionary ETF (RXI) in Q2 2025, closing a stake of 23 shares — an estimated $4.09K sold.

LGT Financial Advisors first reported a position in RXI in Q2 2024 and held it in 4 quarters. The position peaked at $4.24K in Q4 2024. 68 funds tracked by Wall St. Rank hold RXI as of Q2 2025.

  • LGT Financial Advisors reported no remaining iShares Global Consumer Discretionary ETF position as of Q2 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 23 iShares Global Consumer Discretionary ETF shares in Q2 2025, an estimated $4.09K.
  • LGT Financial Advisors first reported a position in iShares Global Consumer Discretionary ETF in Q2 2024 and held it in 4 quarters.
  • LGT Financial Advisors's iShares Global Consumer Discretionary ETF position peaked at $4.24K in Q4 2024.
  • 68 funds tracked by Wall St. Rank held iShares Global Consumer Discretionary ETF as of Q2 2025.

Based on LGT Financial Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.