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iShares S&P Global Financials Sect. shares owned by FSM Wealth Advisors

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

Historical chart of FSM Wealth Advisors 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 FSM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global Financials Sect. by FSM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $792k 6.8k 116.68
2025-06-30 $453k 4.1k 111.06

More positions owned by FSM Wealth Advisors

J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Pimco Etf Tr Active Bd Etf (BOND)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for FSM Wealth Advisors

Top funds holding iShares S&P Global Financials Sect.

Morgan Stanley
Pictet Asset Management Holding SA
Johnson Bixby & Associates
EWG Elevate
Envestnet Asset Management
Ameriprise Financial
Boothbay Fund Management
Raymond James Financial
Cambria Investment Management
Susquehanna International
Banco Santander
Salomon & Ludwin
Outlook Wealth Advisors
BlackRock
Royal Bank of Canada

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