iShares S&P Global Financials Sect. shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of iShares S&P Global Financials Sect. (IXG) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in iShares S&P Global Financials Sect.
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Quarterly reported holdings in iShares S&P Global Financials Sect. by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17k | 151 | 112.58 |
| 2025-06-30 | $16k | 151 | 105.96 |
| 2024-12-31 | $14k | 151 | 92.72 |
| 2024-09-30 | $14k | 151 | 92.72 |
| 2024-06-30 | $12k | 151 | 79.47 |
| 2024-03-31 | $14k | 151 | 92.72 |
| 2023-12-31 | $12k | 151 | 79.47 |
| 2023-09-30 | $10k | 151 | 66.23 |
| 2023-06-30 | $10k | 151 | 66.23 |
| 2023-03-31 | $10k | 151 | 66.23 |
| 2022-12-31 | $9.0k | 151 | 59.60 |
| 2022-09-30 | $9.0k | 151 | 59.60 |
| 2022-06-30 | $10k | 151 | 66.23 |
| 2022-03-31 | $12k | 151 | 79.47 |
| 2021-12-31 | $12k | 151 | 79.47 |
| 2021-09-30 | $12k | 151 | 79.47 |
| 2021-06-30 | $12k | 151 | 79.47 |
| 2021-03-31 | $11k | 151 | 72.85 |
| 2020-12-31 | $21k | 323 | 65.02 |
| 2020-09-30 | $17k | 323 | 52.63 |
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