Money Design’s iShares Global Financials ETF IXG Stock Holding History

Money Design’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 Q2	$2.59M	Sell	23,373 -1,284	-5%	-$135K	0.12%	57
2025 Q1	$2.54M	Sell	24,657 -4,413	-15%	-$448K	0.13%	59
2024 Q4	$2.79M	Sell	29,070 -6,633	-19%	-$647K	0.14%	58
2024 Q3	$3.38M	Sell	35,703 -6,860	-16%	-$617K	0.17%	60
2024 Q2	$3.62M	Sell	42,563 -8,044	-16%	-$688K	0.2%	56
2024 Q1	$4.38M	Sell	50,607 -10,952	-18%	-$889K	0.24%	53
2023 Q4	$4.84M	Buy	+61,559	New	+$4.49M	0.27%	58

Other funds holding IXG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CIM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Money Design's IXG Position: Q2 2025 in Review

Money Design reduced its iShares Global Financials ETF (IXG) stake by 5.2% in Q2 2025, selling an estimated $135K and leaving 23,373 shares worth $2.59M. The position accounts for 0.12% of the portfolio, ranked #57.

Money Design first reported a position in IXG in Q4 2023 and has held it in 7 quarters since. The position peaked at $4.84M in Q4 2023. 129 funds tracked by Wall St. Rank hold IXG as of Q2 2025.

Money Design held 23,373 shares of iShares Global Financials ETF worth $2.59M as of Q2 2025.
Money Design sold 1,284 iShares Global Financials ETF shares in Q2 2025, an estimated $135K.
iShares Global Financials ETF made up 0.12% of Money Design's portfolio in Q2 2025, its #57 holding.
Money Design first reported a position in iShares Global Financials ETF in Q4 2023 and has held it in 7 quarters since.
Money Design's iShares Global Financials ETF position peaked at $4.84M in Q4 2023.
129 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.