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 $1.66T 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

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

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return