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Wedmont Private Capital’s iShares Global Financials ETF IXG Stock Holding History

Wedmont Private Capital’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
Q3 		– Sell
-2,042
Closed -$228K – 805
2025
Q2 		$228K Buy
+2,042
New +$214K 0.01% 681

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Bank of America
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
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wedmont Private Capital's IXG Position: Q3 2025 in Review

Wedmont Private Capital sold out of iShares Global Financials ETF (IXG) in Q3 2025, closing a stake of 2,042 shares — an estimated $228K sold.

Wedmont Private Capital first reported a position in IXG in Q2 2025 and held it in 1 quarter. The position peaked at $228K in Q2 2025. 130 funds tracked by Wall St. Rank hold IXG as of Q3 2025.

  • Wedmont Private Capital reported no remaining iShares Global Financials ETF position as of Q3 2025 after selling out during the quarter.
  • Wedmont Private Capital sold 2,042 iShares Global Financials ETF shares in Q3 2025, an estimated $228K.
  • Wedmont Private Capital first reported a position in iShares Global Financials ETF in Q2 2025 and held it in 1 quarter.
  • Wedmont Private Capital's iShares Global Financials ETF position peaked at $228K in Q2 2025.
  • 130 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2025.

Based on Wedmont Private Capital's 13F filing for Q3 2025, filed 8 Oct 2025.