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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 – 388
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
– – 0.47% 47
2023
Q2 		$26.2M Hold
366,476
– – 0.54% 43
2023
Q1 		$25.3M Buy
+366,476
New +$26.7M 0.57% 41

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 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
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Phoenix Financial's IXG Position: Q3 2024 in Review

Phoenix Financial sold out of iShares Global Financials ETF (IXG) in Q3 2024, closing a stake of 114,193 shares — an estimated $9.71M sold.

Phoenix Financial first reported a position in IXG in Q1 2023 and held it in 6 quarters. The position peaked at $32.4M in Q4 2023. 113 funds tracked by Wall St. Rank hold IXG as of Q3 2024.

  • Phoenix Financial reported no remaining iShares Global Financials ETF position as of Q3 2024 after selling out during the quarter.
  • Phoenix Financial sold 114,193 iShares Global Financials ETF shares in Q3 2024, an estimated $9.71M.
  • Phoenix Financial first reported a position in iShares Global Financials ETF in Q1 2023 and held it in 6 quarters.
  • Phoenix Financial's iShares Global Financials ETF position peaked at $32.4M in Q4 2023.
  • 113 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2024.

Based on Phoenix Financial's 13F filing for Q3 2024, filed 5 Nov 2024.