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MPS Loria Financial Planners’s iShares Global Financials ETF IXG Stock Holding History

MPS Loria Financial Planners’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 		– Sell
-2,146
Closed -$221K – 81
2025
Q1 		$221K Hold
2,146
– – 0.07% 79
2024
Q4 		$206K Buy
2,146
+24
+1% +$2.34K 0.06% 80
2024
Q3 		$201K Buy
+2,122
New +$191K 0.06% 82
2024
Q2 		– Sell
-2,785
Closed -$241K – 82
2024
Q1 		$241K Hold
2,785
– – 0.08% 73
2023
Q4 		$219K Buy
+2,785
New +$203K 0.08% 80
2022
Q2 		– Sell
-2,784
Closed -$221K – 78
2022
Q1 		$221K Hold
2,784
– – 0.09% 75
2021
Q4 		$222K Hold
2,784
– – 0.09% 77
2021
Q3 		$218K Sell
2,784
-1
-0% -$78 0.1% 77
2021
Q2 		$216K Buy
2,785
+1
+0% +$78 0.1% 78
2021
Q1 		$204K Sell
2,784
-1
-0% -$70 0.1% 76
2020
Q4 		$180K Hold
2,785
– – 0.08% 77
2020
Q3 		$148K Hold
2,785
– – 0.08% 78
2020
Q2 		$145K Buy
+2,785
New +$140K 0.08% 83
2018
Q2 		– Sell
-2,902
Closed -$201K – 68
2018
Q1 		$201K Hold
2,902
– – 0.14% 70
2017
Q4 		$203K Buy
+2,902
New +$198K 0.14% 76
2017
Q3 		– Sell
-2,875
Closed -$187K – 213
2017
Q2 		$187K Buy
+2,875
New +$177K 0.13% 72

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pictet Asset Management
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
EE
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

MPS Loria Financial Planners's IXG Position: Q2 2025 in Review

MPS Loria Financial Planners sold out of iShares Global Financials ETF (IXG) in Q2 2025, closing a stake of 2,146 shares — an estimated $221K sold.

MPS Loria Financial Planners first reported a position in IXG in Q2 2017 and held it in 16 quarters. The position peaked at $241K in Q1 2024. 129 funds tracked by Wall St. Rank hold IXG as of Q2 2025.

  • MPS Loria Financial Planners reported no remaining iShares Global Financials ETF position as of Q2 2025 after selling out during the quarter.
  • MPS Loria Financial Planners sold 2,146 iShares Global Financials ETF shares in Q2 2025, an estimated $221K.
  • MPS Loria Financial Planners first reported a position in iShares Global Financials ETF in Q2 2017 and held it in 16 quarters.
  • MPS Loria Financial Planners's iShares Global Financials ETF position peaked at $241K in Q1 2024.
  • 129 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2025.

Based on MPS Loria Financial Planners's 13F filing for Q2 2025, filed 29 Jul 2025.