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Annis Gardner Whiting Capital Advisors’s iShares Global Financials ETF IXG Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-1,341
Closed -$153K – 807
2026
Q1 		$153K Hold
1,341
– – 0.02% 358
2025
Q4 		$162K Buy
+1,341
New +$156K 0.03% 320

Other funds holding IXG

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
DZ Bank
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

Annis Gardner Whiting Capital Advisors's IXG Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of iShares Global Financials ETF (IXG) in Q2 2026, closing a stake of 1,341 shares — an estimated $153K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IXG in Q4 2025 and held it in 2 quarters. The position peaked at $162K in Q4 2025. 128 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining iShares Global Financials ETF position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 1,341 iShares Global Financials ETF shares in Q2 2026, an estimated $153K.
  • Annis Gardner Whiting Capital Advisors first reported a position in iShares Global Financials ETF in Q4 2025 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's iShares Global Financials ETF position peaked at $162K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.