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MMBG Investment Advisors’s iShares Global Financials ETF IXG Stock Holding History

MMBG Investment Advisors’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
2024
Q3 		– Sell
-8,580
Closed -$730K – 168
2024
Q2 		$730K Hold
8,580
– – 0.08% 98
2024
Q1 		$743K Hold
8,580
– – 0.08% 103
2023
Q4 		$674K Hold
8,580
– – 0.08% 106
2023
Q3 		$604K Sell
8,580
-670
-7% -$48.6K 0.08% 105
2023
Q2 		$648K Sell
9,250
-4,250
-31% -$299K 0.08% 104
2023
Q1 		$932K Hold
13,500
– – 0.12% 87
2022
Q4 		$949K Sell
13,500
-13,500
-50% -$922K 0.13% 88
2022
Q3 		$1.66M Buy
27,000
+13,500
+100% +$905K 0.22% 66
2022
Q2 		$887K Hold
13,500
– – 0.11% 90
2022
Q1 		$1.07M Hold
13,500
– – 0.11% 88
2021
Q4 		$1.08M Buy
+13,500
New +$1.09M 0.1% 91

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 $105B AUM 38.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return

MMBG Investment Advisors's IXG Position: Q3 2024 in Review

MMBG Investment Advisors sold out of iShares Global Financials ETF (IXG) in Q3 2024, closing a stake of 8,580 shares — an estimated $730K sold.

MMBG Investment Advisors first reported a position in IXG in Q4 2021 and held it in 11 quarters. The position peaked at $1.66M in Q3 2022. 113 funds tracked by Wall St. Rank hold IXG as of Q3 2024.

  • MMBG Investment Advisors reported no remaining iShares Global Financials ETF position as of Q3 2024 after selling out during the quarter.
  • MMBG Investment Advisors sold 8,580 iShares Global Financials ETF shares in Q3 2024, an estimated $730K.
  • MMBG Investment Advisors first reported a position in iShares Global Financials ETF in Q4 2021 and held it in 11 quarters.
  • MMBG Investment Advisors's iShares Global Financials ETF position peaked at $1.66M in Q3 2022.
  • 113 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2024.

Based on MMBG Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.