AE Wealth Management’s iShares Global Financials ETF IXG Stock Holding History

AE Wealth Management’s Portfolio IXG Stock Details IXG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$121K	Sell	970 -47	-5%	-$5.71K	﹤0.01%	1856
2026 Q1	$116K	Sell	1,017 -2,216	-69%	-$263K	﹤0.01%	1754
2025 Q4	$390K	Buy	3,233 +2,353	+267%	+$274K	﹤0.01%	1181
2025 Q3	$103K	Buy	880 +879	+87,900%	+$99.8K	﹤0.01%	1565
2025 Q2	$142	Sell	1 -151	-99%	-$15.8K	﹤0.01%	2132
2025 Q1	$15.7K	Sell	152 -213	-58%	-$21.6K	﹤0.01%	1790
2024 Q4	$35.1K	Buy	+365	New	+$35.6K	﹤0.01%	1620
2022 Q2	–	Sell	-25,389	Closed	-$2.02M	–	1780
2022 Q1	$2.02M	Sell	25,389 -88,046	-78%	-$7.11M	0.01%	700
2021 Q4	$9.08M	Sell	113,435 -4,504	-4%	-$365K	0.06%	288
2021 Q3	$9.25M	Sell	117,939 -3,112	-3%	-$244K	0.08%	249
2021 Q2	$9.39M	Buy	+121,051	New	+$9.44M	0.08%	232
2019 Q1	–	Sell	-3,682	Closed	-$209K	–	656
2018 Q4	$209K	Buy	+3,682	New	+$226K	0.04%	435

Other funds holding IXG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

AE Wealth Management's IXG Position: Q2 2026 in Review

AE Wealth Management reduced its iShares Global Financials ETF (IXG) stake by 4.6% in Q2 2026, selling an estimated $5.71K and leaving 970 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1856.

AE Wealth Management first reported a position in IXG in Q4 2018 and has held it in 12 quarters since. The position peaked at $9.39M in Q2 2021. 128 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

AE Wealth Management held 970 shares of iShares Global Financials ETF worth $121K as of Q2 2026.
AE Wealth Management sold 47 iShares Global Financials ETF shares in Q2 2026, an estimated $5.71K.
iShares Global Financials ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1856 holding.
AE Wealth Management first reported a position in iShares Global Financials ETF in Q4 2018 and has held it in 12 quarters since.
AE Wealth Management's iShares Global Financials ETF position peaked at $9.39M in Q2 2021.
128 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.