Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Comprehensive Wealth Management »

iShares S&P Global Financials Sect. shares owned by Comprehensive Wealth Management

Quarter-by-quarter ownership of iShares S&P Global Financials Sect. (IXG) shares owned by Comprehensive Wealth Management from 13F filings

Historical chart of Comprehensive Wealth Management investment in iShares S&P Global Financials Sect.

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Financials Sect. held by Comprehensive Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShares S&P Global Financials Sect. by Comprehensive Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$394k	3.5k	114.00

More positions owned by Comprehensive Wealth Management

Guinness Atkinson Fds Asia Pacific Div (ADIV)

Spdr Index Shs Fds State Street Spd (EDIV)

First Tr Exchange Traded Rba Indl Etf (AIRR)

Select Sector Spdr Tr State Street Com (XLC)

Select Sector Spdr Tr State Street Tec (XLK)

Vaneck Etf Trust Gold Miners Etf (GDX)

Capitol Ser Tr Hull Tactical (HTUS)

First Tr Exchange-traded Lng Dur Oprtun (LGOV)

Select Sector Spdr Tr State Street Fin (XLF)

Ishares Tr Msci Eafe Smcp (HSCZ)

Flexshares Tr Cr Scored Long (LKOR)

American Centy Etf Tr Diversifid Crp (KORP)

Spdr Series Trust State Street Spd (MDYG)

Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)

Ishares Msci Gbl Gold Mn (RING)

View all positions for Comprehensive Wealth Management

Top funds holding iShares S&P Global Financials Sect.

Morgan Stanley

Bank of America Corporation

HighTower Advisors

Jane Street

Nelson, Van Denburg & Campbell Wealth Management

Raymond James Financial

Cambria Investment Management

Banco Santander

Federation des caisses Desjardins du Quebec

Wells Fargo & Company

Susquehanna International

View all funds holding iShares S&P Global Financials Sect.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z