MontVue Capital Management »

iShares S&P Global Financials Sect. shares owned by MontVue Capital Management

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

Historical chart of MontVue Capital 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 MontVue Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Global Financials Sect. by MontVue Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $299k 2.6k 116.67
2025-06-30 $263k 2.4k 110.82

More positions owned by MontVue Capital Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr Technology (XLK)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard World Inf Tech Etf (VGT)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Select Sector Spdr Tr Indl (XLI)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard World Financials Etf (VFH)
Vanguard World Comm Srvc Etf (VOX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Communication (XLC)

View all positions for MontVue Capital Management

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.