Sunflower Bank’s iShares Global Financials ETF IXG Stock Holding History

Sunflower Bank’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	–	Sell	-3,480	Closed	-$329K	–	132
2024 Q3	$329K	Hold	3,480	–	–	0.09%	98
2024 Q2	$296K	Hold	3,480	–	–	0.07%	93
2024 Q1	$302K	Sell	3,480 -3,690	-51%	-$300K	0.07%	91
2023 Q4	$563K	Hold	7,170	–	–	0.13%	60
2023 Q3	$505K	Hold	7,170	–	–	0.12%	60
2023 Q2	$513K	Sell	7,170 -325	-4%	-$22.8K	0.12%	63
2023 Q1	$517K	Sell	7,495 -1,140	-13%	-$83.1K	0.12%	62
2022 Q4	$607K	Sell	8,635 -2,173	-20%	-$148K	0.13%	48
2022 Q3	$663K	Sell	10,808 -5,233	-33%	-$351K	0.15%	50
2022 Q2	$1.05M	Sell	16,041 -12,866	-45%	-$930K	0.21%	47
2022 Q1	$2.3M	Sell	28,907 -2,905	-9%	-$235K	0.31%	37
2021 Q4	$2.55M	Sell	31,812 -4,533	-12%	-$367K	0.34%	36
2021 Q3	$2.85M	Sell	36,345 -1,064	-3%	-$83.4K	0.4%	33
2021 Q2	$2.9M	Sell	37,409 -1,564	-4%	-$122K	0.45%	36
2021 Q1	$2.86M	Buy	+38,973	New	+$2.73M	0.47%	36

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

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 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

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Sunflower Bank's IXG Position: Q4 2024 in Review

Sunflower Bank sold out of iShares Global Financials ETF (IXG) in Q4 2024, closing a stake of 3,480 shares — an estimated $329K sold.

Sunflower Bank first reported a position in IXG in Q1 2021 and held it in 15 quarters. The position peaked at $2.9M in Q2 2021. 127 funds tracked by Wall St. Rank hold IXG as of Q4 2024.

Sunflower Bank reported no remaining iShares Global Financials ETF position as of Q4 2024 after selling out during the quarter.
Sunflower Bank sold 3,480 iShares Global Financials ETF shares in Q4 2024, an estimated $329K.
Sunflower Bank first reported a position in iShares Global Financials ETF in Q1 2021 and held it in 15 quarters.
Sunflower Bank's iShares Global Financials ETF position peaked at $2.9M in Q2 2021.
127 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2024.

Based on Sunflower Bank's 13F filing for Q4 2024, filed 13 Jan 2025.