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

OneDigital 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
2025
Q4 		– Sell
-2,041
Closed -$238K – 1556
2025
Q3 		$238K Buy
2,041
+29
+1% +$3.29K ﹤0.01% 1336
2025
Q2 		$223K Buy
+2,012
New +$211K ﹤0.01% 1339

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 $94.8B AUM 24.11% 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 $12.4B AUM 29.42% 1-Year Est. Return

OneDigital Investment Advisors's IXG Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of iShares Global Financials ETF (IXG) in Q4 2025, closing a stake of 2,041 shares — an estimated $238K sold.

OneDigital Investment Advisors first reported a position in IXG in Q2 2025 and held it in 2 quarters. The position peaked at $238K in Q3 2025. 139 funds tracked by Wall St. Rank hold IXG as of Q4 2025.

  • OneDigital Investment Advisors reported no remaining iShares Global Financials ETF position as of Q4 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 2,041 iShares Global Financials ETF shares in Q4 2025, an estimated $238K.
  • OneDigital Investment Advisors first reported a position in iShares Global Financials ETF in Q2 2025 and held it in 2 quarters.
  • OneDigital Investment Advisors's iShares Global Financials ETF position peaked at $238K in Q3 2025.
  • 139 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2025.

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