Rise Advisors’s iShares Global Financials ETF IXG Stock Holding History

Rise 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	-72	Closed	-$8.39K	–	768
2025 Q3	$8.39K	Hold	72	–	–	﹤0.01%	1072
2025 Q2	$7.97K	Buy	72 +1	+1%	+$105	﹤0.01%	1095
2025 Q1	$7.31K	Buy	+71	New	+$7.21K	﹤0.01%	1126
2024 Q4	–	Sell	-351	Closed	-$33.2K	–	1168
2024 Q3	$33.2K	Hold	351	–	–	0.02%	361
2024 Q2	$29.9K	Buy	351 +6	+2%	+$513	0.02%	377
2024 Q1	$2.99K	Hold	345	–	–	﹤0.01%	1117
2023 Q4	$27.1K	Buy	345 +4	+1%	+$292	0.02%	222
2023 Q3	$24K	Hold	341	–	–	0.02%	212
2023 Q2	$24.4K	Buy	341 +6	+2%	+$422	0.02%	217
2023 Q1	$23.2K	Hold	335	–	–	0.02%	232
2022 Q4	$23.6K	Buy	335 +5	+2%	+$342	0.02%	227
2022 Q3	$20K	Hold	330	–	–	0.02%	245
2022 Q2	$22K	Buy	330 +7	+2%	+$506	0.02%	228
2022 Q1	$26K	Hold	323	–	–	0.02%	216
2021 Q4	$25.8K	Buy	+323	New	+$26.2K	0.02%	215

Other funds holding IXG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Rise Advisors's IXG Position: Q4 2025 in Review

Rise Advisors sold out of iShares Global Financials ETF (IXG) in Q4 2025, closing a stake of 72 shares — an estimated $8.39K sold.

Rise Advisors first reported a position in IXG in Q4 2021 and held it in 15 quarters. The position peaked at $33.2K in Q3 2024. 139 funds tracked by Wall St. Rank hold IXG as of Q4 2025.

Rise Advisors reported no remaining iShares Global Financials ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 72 iShares Global Financials ETF shares in Q4 2025, an estimated $8.39K.
Rise Advisors first reported a position in iShares Global Financials ETF in Q4 2021 and held it in 15 quarters.
Rise Advisors's iShares Global Financials ETF position peaked at $33.2K in Q3 2024.
139 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.