WealthShield Partners’s iShares Global Financials ETF IXG Stock Holding History

WealthShield Partners’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 Q1	–	Sell	-6	Closed	-$576	–	546
2024 Q4	$576	Hold	6	–	–	﹤0.01%	489
2024 Q3	$567	Hold	6	–	–	﹤0.01%	485
2024 Q2	$510	Sell	6 -10	-63%	-$856	﹤0.01%	466
2024 Q1	$1.36K	Hold	16	–	–	﹤0.01%	471
2023 Q4	$1.24K	Sell	16 -430	-96%	-$31.4K	﹤0.01%	470
2023 Q3	$31.4K	Sell	446 -96	-18%	-$6.96K	﹤0.01%	392
2023 Q2	$38.8K	Sell	542 -94	-15%	-$6.61K	0.01%	394
2023 Q1	$43.9K	Buy	+636	New	+$46.4K	0.01%	386
2022 Q1	–	Sell	-20,873	Closed	-$1.67M	–	357
2021 Q4	$1.67M	Sell	20,873 -6,082	-23%	-$492K	0.28%	76
2021 Q3	$2.12M	Sell	26,955 -29,682	-52%	-$2.33M	0.57%	46
2021 Q2	$4.4M	Buy	+56,637	New	+$4.42M	0.69%	41

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

JBA

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

CIM

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WealthShield Partners's IXG Position: Q1 2025 in Review

WealthShield Partners sold out of iShares Global Financials ETF (IXG) in Q1 2025, closing a stake of 6 shares — an estimated $576 sold.

WealthShield Partners first reported a position in IXG in Q2 2021 and held it in 11 quarters. The position peaked at $4.4M in Q2 2021. 127 funds tracked by Wall St. Rank hold IXG as of Q1 2025.

WealthShield Partners reported no remaining iShares Global Financials ETF position as of Q1 2025 after selling out during the quarter.
WealthShield Partners sold 6 iShares Global Financials ETF shares in Q1 2025, an estimated $576.
WealthShield Partners first reported a position in iShares Global Financials ETF in Q2 2021 and held it in 11 quarters.
WealthShield Partners's iShares Global Financials ETF position peaked at $4.4M in Q2 2021.
127 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2025.

Based on WealthShield Partners's 13F filing for Q1 2025, filed 9 May 2025.