Tucker Asset Management’s iShares Global Financials ETF IXG Stock Holding History

Tucker Asset Management’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	-97	Closed	-$8.25K	–	1574
2024 Q2	$8.25K	Hold	97	–	–	﹤0.01%	911
2024 Q1	$8.4K	Hold	97	–	–	﹤0.01%	924
2023 Q4	$7.62K	Hold	97	–	–	﹤0.01%	775
2023 Q3	$6.83K	Hold	97	–	–	﹤0.01%	756
2023 Q2	$6.94K	Hold	97	–	–	﹤0.01%	609
2023 Q1	$6.69K	Hold	97	–	–	﹤0.01%	643
2022 Q4	$6.85K	Hold	97	–	–	﹤0.01%	397
2022 Q3	$6.5K	Hold	97	–	–	﹤0.01%	390
2022 Q2	$6.38K	Sell	97 -104	-52%	-$7.52K	﹤0.01%	305
2022 Q1	$16K	Buy	201 +104	+107%	+$8.4K	0.01%	182
2021 Q4	$7.77K	Hold	97	–	–	﹤0.01%	263
2021 Q3	$8.06K	Buy	+97	New	+$7.6K	﹤0.01%	205

Other funds holding IXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIM

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

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 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 $23.1B AUM 27.04% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Tucker Asset Management's IXG Position: Q3 2024 in Review

Tucker Asset Management sold out of iShares Global Financials ETF (IXG) in Q3 2024, closing a stake of 97 shares — an estimated $8.25K sold.

Tucker Asset Management first reported a position in IXG in Q3 2021 and held it in 12 quarters. The position peaked at $16K in Q1 2022. 113 funds tracked by Wall St. Rank hold IXG as of Q3 2024.

Tucker Asset Management reported no remaining iShares Global Financials ETF position as of Q3 2024 after selling out during the quarter.
Tucker Asset Management sold 97 iShares Global Financials ETF shares in Q3 2024, an estimated $8.25K.
Tucker Asset Management first reported a position in iShares Global Financials ETF in Q3 2021 and held it in 12 quarters.
Tucker Asset Management's iShares Global Financials ETF position peaked at $16K in Q1 2022.
113 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2024.

Based on Tucker Asset Management's 13F filing for Q3 2024, filed 3 Feb 2025.