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iShares S&P Global Financials Sect. shares owned by Money Design

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

Historical chart of Money Design 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 Money Design 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 Money Design

Quarter filed Position value Share count Share price at filing
2025-06-30 $2.6M 23k 110.81
2025-03-31 $2.5M 25k 103.01
2024-12-31 $2.8M 29k 96.15
2024-09-30 $3.4M 36k 94.59
2024-06-30 $3.6M 43k 85.07
2024-03-31 $4.4M 51k 86.65
2023-12-31 $4.8M 62k 78.58

More positions owned by Money Design

Vanguard Index Fds Value Etf Etf (VTV)
Vanguard Growth Etf Etf (VUG)
Ishares Tr Iboxx Inv Cp Etf Etf (LQD)
Vanguard Intl Equity Index F Ftse Europe Etf Etf (VGK)
Ishares Tr Mbs Etf Etf (MBB)
Ishares Gold Trust Ishares Etf
Ishares Tr 20 Yr Tr Bd Etf Etf (TLT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Etf (VWO)
Spdr Series Trust Bloomberg Brclys Etf
Vanguard Short-term Gov Bnd Etf (VGSH)
Ishares Tr Sh Tr Crport Etf Etf (IGSB)
Ssga Active Etf Tr Blkstn Gsosrln Etf (SRLN)
Ishares Tr U.s. Real Es Etf Etf (IYR)
Ishares Tr Tips Bd Etf Etf (TIP)
Wisdomtree Tr India Erngs Etf (EPI)

View all positions for Money Design

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.