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The Family Firm’s iShares Global Financials ETF IXG Stock Holding History

The Family Firm’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
Q2 		– Sell
-4,993
Closed -$514K – 139
2025
Q1 		$514K Sell
4,993
-255
-5% -$25.9K 0.11% 112
2024
Q4 		$504K Sell
5,248
-336
-6% -$32.8K 0.11% 112
2024
Q3 		$528K Hold
5,584
– – 0.12% 111
2024
Q2 		$475K Buy
5,584
+67
+1% +$5.73K 0.11% 116
2024
Q1 		$478K Hold
5,517
– – 0.12% 118
2023
Q4 		$434K Buy
5,517
+64
+1% +$4.67K 0.11% 117
2023
Q3 		$384K Sell
5,453
-348
-6% -$25.2K 0.11% 122
2023
Q2 		$415K Buy
5,801
+91
+2% +$6.39K 0.11% 115
2023
Q1 		$394K Hold
5,710
– – 0.11% 115
2022
Q4 		$401K Sell
5,710
-44
-0.8% -$3K 0.12% 116
2022
Q3 		$353K Hold
5,754
– – 0.11% 116
2022
Q2 		$378K Buy
5,754
+131
+2% +$9.47K 0.11% 115
2022
Q1 		$447K Buy
5,623
+2
+0% +$162 0.12% 105
2021
Q4 		$450K Buy
5,621
+1
+0% +$81 0.12% 106
2021
Q3 		$469K Sell
5,620
-2,990
-35% -$234K 0.12% 101
2021
Q2 		$668K Buy
8,610
+30
+0.3% +$2.34K 0.18% 83
2021
Q1 		$630K Buy
8,580
+326
+4% +$22.8K 0.18% 83
2020
Q4 		$560K Sell
8,254
-224
-3% -$13.3K 0.17% 86
2020
Q3 		$449K Sell
8,478
-4
-0% -$218 0.16% 91
2020
Q2 		$443K Sell
8,482
-450
-5% -$22.6K 0.17% 88
2020
Q1 		$422K Buy
8,932
+2,736
+44% +$168K 0.18% 81
2019
Q4 		$426K Buy
6,196
+68
+1% +$4.52K 0.14% 95
2019
Q3 		$393K Sell
6,128
-310
-5% -$19.5K 0.14% 92
2019
Q2 		$413K Sell
6,438
-85
-1% -$5.42K 0.15% 93
2019
Q1 		$401K Sell
6,523
-228
-3% -$14K 0.15% 91
2018
Q4 		$384K Buy
6,751
+1,056
+19% +$65K 0.15% 84
2018
Q3 		$375K Hold
5,695
– – 0.14% 98
2018
Q2 		$365K Buy
5,695
+286
+5% +$19.5K 0.14% 91
2018
Q1 		$374K Buy
+5,409
New +$390K 0.15% 90

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

The Family Firm's IXG Position: Q2 2025 in Review

The Family Firm sold out of iShares Global Financials ETF (IXG) in Q2 2025, closing a stake of 4,993 shares — an estimated $514K sold.

The Family Firm first reported a position in IXG in Q1 2018 and held it in 29 quarters. The position peaked at $668K in Q2 2021. 129 funds tracked by Wall St. Rank hold IXG as of Q2 2025.

  • The Family Firm reported no remaining iShares Global Financials ETF position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 4,993 iShares Global Financials ETF shares in Q2 2025, an estimated $514K.
  • The Family Firm first reported a position in iShares Global Financials ETF in Q1 2018 and held it in 29 quarters.
  • The Family Firm's iShares Global Financials ETF position peaked at $668K in Q2 2021.
  • 129 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.