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ORG Partners’s iShares Global Financials ETF IXG Stock Holding History

ORG Partners’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
2024
Q4 		– Hold
0
– – – 1268
2024
Q3 		– Hold
0
– – – 1136
2024
Q2 		– Hold
0
– – – 1755
2023
Q4 		– Hold
0
– – – 1083
2023
Q3 		– Sell
-1
Closed -$73 – 1324
2023
Q2 		$173 Buy
+1
New +$70 ﹤0.01% 1326

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
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

ORG Partners's IXG Position: Q4 2024 in Review

ORG Partners held its iShares Global Financials ETF (IXG) position steady in Q4 2024 at 0 shares worth $29. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

ORG Partners first reported a position in IXG in Q2 2023 and has held it in 1 quarter since. The position peaked at $173 in Q2 2023. 127 funds tracked by Wall St. Rank hold IXG as of Q4 2024.

  • ORG Partners held 0 shares of iShares Global Financials ETF worth $29 as of Q4 2024.
  • ORG Partners left its iShares Global Financials ETF share count unchanged in Q4 2024.
  • iShares Global Financials ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2024, its #1268 holding.
  • ORG Partners first reported a position in iShares Global Financials ETF in Q2 2023 and has held it in 1 quarter since.
  • ORG Partners's iShares Global Financials ETF position peaked at $173 in Q2 2023.
  • 127 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2024.

Based on ORG Partners's 13F filing for Q4 2024, filed 10 Jan 2025.