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

Optimum 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
Q2 		– Sell
-100
Closed -$10.3K – 626
2025
Q1 		$10.3K Hold
100
– – ﹤0.01% 512
2024
Q4 		$9.61K Hold
100
– – ﹤0.01% 514
2024
Q3 		$9.46K Hold
100
– – ﹤0.01% 530
2024
Q2 		$8.51K Hold
100
– – ﹤0.01% 533
2024
Q1 		$8.66K Hold
100
– – ﹤0.01% 533
2023
Q4 		$7.86K Hold
100
– – ﹤0.01% 531
2023
Q3 		$7.04K Hold
100
– – ﹤0.01% 580
2023
Q2 		$7.15K Hold
100
– – ﹤0.01% 578
2023
Q1 		$6.9K Buy
100
+56
+127% +$4.08K ﹤0.01% 591
2022
Q4 		$3.09K Hold
44
– – ﹤0.01% 662
2022
Q3 		$3K Hold
44
– – ﹤0.01% 694
2022
Q2 		$3K Hold
44
– – ﹤0.01% 729
2022
Q1 		$3K Buy
+44
New +$3.56K ﹤0.01% 765

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 $16.1B AUM 35.02% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Optimum Investment Advisors's IXG Position: Q2 2025 in Review

Optimum Investment Advisors sold out of iShares Global Financials ETF (IXG) in Q2 2025, closing a stake of 100 shares — an estimated $10.3K sold.

Optimum Investment Advisors first reported a position in IXG in Q1 2022 and held it in 13 quarters. The position peaked at $10.3K in Q1 2025. 129 funds tracked by Wall St. Rank hold IXG as of Q2 2025.

  • Optimum Investment Advisors reported no remaining iShares Global Financials ETF position as of Q2 2025 after selling out during the quarter.
  • Optimum Investment Advisors sold 100 iShares Global Financials ETF shares in Q2 2025, an estimated $10.3K.
  • Optimum Investment Advisors first reported a position in iShares Global Financials ETF in Q1 2022 and held it in 13 quarters.
  • Optimum Investment Advisors's iShares Global Financials ETF position peaked at $10.3K in Q1 2025.
  • 129 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2025.

Based on Optimum Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.