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Nalls Sherbakoff Group’s iShares Global Financials ETF IXG Stock Holding History

Nalls Sherbakoff Group’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 		$24.2K Hold
200
– – 0.02% 267
2025
Q3 		$23.3K Hold
200
– – 0.02% 269
2025
Q2 		$22.2K Hold
200
– – 0.02% 268
2025
Q1 		$20.6K Buy
+200
New +$20.3K 0.02% 246
2023
Q4 		$15.7K Hold
200
– – 0.01% 251
2023
Q3 		$14.1K Hold
200
– – 0.01% 247
2023
Q2 		$13.7K Hold
200
– – 0.01% 251
2023
Q1 		$13.7K Buy
+200
New +$14.6K 0.01% 257
2018
Q4 		$11K Buy
+200
New +$12.3K 0.02% 259

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
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $16.1B AUM 35.02% 1-Year Est. Return

Nalls Sherbakoff Group's IXG Position: Q4 2025 in Review

Nalls Sherbakoff Group held its iShares Global Financials ETF (IXG) position steady in Q4 2025 at 200 shares worth $24.2K. The position accounts for 0.02% of the portfolio, ranked #267.

Nalls Sherbakoff Group first reported a position in IXG in Q4 2018 and has held it in 9 quarters since. 139 funds tracked by Wall St. Rank hold IXG as of Q4 2025.

  • Nalls Sherbakoff Group held 200 shares of iShares Global Financials ETF worth $24.2K as of Q4 2025.
  • Nalls Sherbakoff Group left its iShares Global Financials ETF share count unchanged in Q4 2025.
  • iShares Global Financials ETF made up 0.02% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #267 holding.
  • Nalls Sherbakoff Group first reported a position in iShares Global Financials ETF in Q4 2018 and has held it in 9 quarters since.
  • 139 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.