Matthew Hamilton Rosenberg’s iShares Global Financials ETF IXG Stock Holding History

Matthew Hamilton Rosenberg’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
2026 Q3	–	Sell	-2	Closed	-$249	–	824
2026 Q2	$249	Hold	2	–	–	﹤0.01%	783
2026 Q1	$228	Hold	2	–	–	﹤0.01%	792
2025 Q4	$242	Hold	2	–	–	﹤0.01%	797
2025 Q3	$233	Hold	2	–	–	﹤0.01%	798
2025 Q2	$222	Hold	2	–	–	﹤0.01%	827
2025 Q1	$206	Sell	2 -8	-80%	-$812	﹤0.01%	812
2024 Q4	$961	Hold	10	–	–	﹤0.01%	770
2024 Q3	$946	Sell	10 -75	-88%	-$6.75K	﹤0.01%	777
2024 Q2	$7.24K	Sell	85 -1,376	-94%	-$118K	﹤0.01%	623
2024 Q1	$126K	Sell	1,461 -9	-0.6%	-$731	0.04%	276
2023 Q4	$116K	Sell	1,470 -227	-13%	-$16.6K	0.04%	284
2023 Q3	$120K	Sell	1,697 -1,196	-41%	-$86.7K	0.04%	257
2023 Q2	$207K	Sell	2,893 -1,719	-37%	-$121K	0.07%	163
2023 Q1	$318K	Sell	4,612 -180	-4%	-$13.1K	0.1%	121
2022 Q4	$337K	Sell	4,792 -1,062	-18%	-$72.5K	0.11%	112
2022 Q3	$359K	Sell	5,854 -1,013	-15%	-$67.9K	0.14%	92
2022 Q2	$455K	Sell	6,867 -2,066	-23%	-$149K	0.17%	74
2022 Q1	$710K	Sell	8,933 -686	-7%	-$55.4K	0.25%	54
2021 Q4	$770K	Sell	9,619 -589	-6%	-$47.7K	0.27%	55
2021 Q3	$801K	Buy	+10,208	New	+$800K	0.32%	44

Other funds holding IXG

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return

Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

MontVue Capital Management Lynchburg, Virginia $171M AUM 16.62% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Matthew Hamilton Rosenberg's IXG Position: Q3 2026 in Review

Matthew Hamilton Rosenberg sold out of iShares Global Financials ETF (IXG) in Q3 2026, closing a stake of 2 shares — an estimated $249 sold.

Matthew Hamilton Rosenberg first reported a position in IXG in Q3 2021 and held it in 20 quarters. The position peaked at $801K in Q3 2021. 22 funds tracked by Wall St. Rank hold IXG as of Q3 2026.

Matthew Hamilton Rosenberg reported no remaining iShares Global Financials ETF position as of Q3 2026 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 2 iShares Global Financials ETF shares in Q3 2026, an estimated $249.
Matthew Hamilton Rosenberg first reported a position in iShares Global Financials ETF in Q3 2021 and held it in 20 quarters.
Matthew Hamilton Rosenberg's iShares Global Financials ETF position peaked at $801K in Q3 2021.
22 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.