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Wayfinding Financial’s iShares Global Financials ETF IXG Stock Holding History

Wayfinding Financial’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
-263
Closed -$27K – 439
2025
Q1 		$27K Buy
+263
New +$26.7K 0.01% 495

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 $94.8B AUM 24.11% 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 $12.4B AUM 29.42% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Wayfinding Financial's IXG Position: Q2 2025 in Review

Wayfinding Financial sold out of iShares Global Financials ETF (IXG) in Q2 2025, closing a stake of 263 shares — an estimated $27K sold.

Wayfinding Financial first reported a position in IXG in Q1 2025 and held it in 1 quarter. The position peaked at $27K in Q1 2025. 129 funds tracked by Wall St. Rank hold IXG as of Q2 2025.

  • Wayfinding Financial reported no remaining iShares Global Financials ETF position as of Q2 2025 after selling out during the quarter.
  • Wayfinding Financial sold 263 iShares Global Financials ETF shares in Q2 2025, an estimated $27K.
  • Wayfinding Financial first reported a position in iShares Global Financials ETF in Q1 2025 and held it in 1 quarter.
  • Wayfinding Financial's iShares Global Financials ETF position peaked at $27K in Q1 2025.
  • 129 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.