Lindbrook Capital’s iShares Global Financials ETF IXG Stock Holding History

Lindbrook Capital’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 Q1	–	Sell	-1,213	Closed	-$117K	–	2866
2024 Q4	$117K	Hold	1,213	–	–	0.01%	517
2024 Q3	$115K	Hold	1,213	–	–	0.01%	527
2024 Q2	$103K	Hold	1,213	–	–	0.01%	534
2024 Q1	$105K	Hold	1,213	–	–	0.01%	520
2023 Q4	$95.3K	Hold	1,213	–	–	0.01%	534
2023 Q3	$85.4K	Hold	1,213	–	–	0.01%	510
2023 Q2	$86.8K	Hold	1,213	–	–	0.01%	527
2023 Q1	$83.7K	Hold	1,213	–	–	0.01%	530
2022 Q4	$85.3K	Hold	1,213	–	–	0.01%	531
2022 Q3	$74K	Hold	1,213	–	–	0.01%	529
2022 Q2	$80K	Hold	1,213	–	–	0.01%	505
2022 Q1	$96K	Sell	1,213 -96	-7%	-$7.76K	0.01%	481
2021 Q4	$105K	Buy	+1,309	New	+$106K	0.02%	478

Other funds holding IXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

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

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Lindbrook Capital's IXG Position: Q1 2025 in Review

Lindbrook Capital sold out of iShares Global Financials ETF (IXG) in Q1 2025, closing a stake of 1,213 shares — an estimated $117K sold.

Lindbrook Capital first reported a position in IXG in Q4 2021 and held it in 13 quarters. The position peaked at $117K in Q4 2024. 127 funds tracked by Wall St. Rank hold IXG as of Q1 2025.

Lindbrook Capital reported no remaining iShares Global Financials ETF position as of Q1 2025 after selling out during the quarter.
Lindbrook Capital sold 1,213 iShares Global Financials ETF shares in Q1 2025, an estimated $117K.
Lindbrook Capital first reported a position in iShares Global Financials ETF in Q4 2021 and held it in 13 quarters.
Lindbrook Capital's iShares Global Financials ETF position peaked at $117K in Q4 2024.
127 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.