MA
IXG icon

MONECO Advisors’s iShares Global Financials ETF IXG Stock Holding History

MONECO 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
2025
Q4 		– Sell
-2,713
Closed -$317K – 524
2025
Q3 		$317K Buy
+2,713
New +$308K 0.03% 388

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

MONECO Advisors's IXG Position: Q4 2025 in Review

MONECO Advisors sold out of iShares Global Financials ETF (IXG) in Q4 2025, closing a stake of 2,713 shares — an estimated $317K sold.

MONECO Advisors first reported a position in IXG in Q3 2025 and held it in 1 quarter. The position peaked at $317K in Q3 2025. 139 funds tracked by Wall St. Rank hold IXG as of Q4 2025.

  • MONECO Advisors reported no remaining iShares Global Financials ETF position as of Q4 2025 after selling out during the quarter.
  • MONECO Advisors sold 2,713 iShares Global Financials ETF shares in Q4 2025, an estimated $317K.
  • MONECO Advisors first reported a position in iShares Global Financials ETF in Q3 2025 and held it in 1 quarter.
  • MONECO Advisors's iShares Global Financials ETF position peaked at $317K in Q3 2025.
  • 139 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2025.

Based on MONECO Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.