ISHARES TR

Ticker: IXG CUSIP: 464287333 Class: GLOBAL FINLS ETF

AE Wealth Management LLC's Holding History (CIK: 0001697723)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,233 Value ($000) $390 Avg Close — Range —
Q3 2025
Shares 880 Value ($000) $103 Avg Close — Range —
Q2 2025
Shares 1 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 152 Value ($000) $16 Avg Close — Range —
Q4 2024
Shares 365 Value ($000) $35 Avg Close — Range —
Q1 2022
Shares 25,389 Value ($000) $2,017 Avg Close — Range —
Q4 2021
Shares 113,435 Value ($000) $9,082 Avg Close — Range —
Q3 2021
Shares 117,939 Value ($000) $9,252 Avg Close — Range —
Q2 2021
Shares 121,051 Value ($000) $9,395 Avg Close — Range —
Q4 2018
Shares 3,682 Value ($000) $209 Avg Close — Range —