Phoenix Financial’s iShares Global Financials ETF IXG Stock Holding History

Phoenix Financial’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 Q3	–	Sell	-114,193	Closed	-$9.71M	–	389
2024 Q2	$9.71M	Sell	114,193 -252,283	-69%	-$21.6M	0.15%	83
2024 Q1	$31.8M	Hold	366,476	–	–	0.44%	51
2023 Q4	$32.4M	Hold	366,476	–	–	0.54%	47
2023 Q3	$25.8M	Hold	366,476	–	–	0.48%	47
2023 Q2	$26.2M	Hold	366,476	–	–	0.55%	43
2023 Q1	$25.3M	Buy	+366,476	New	+$26.7M	0.57%	41

Other funds holding IXG

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

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

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

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return