Bessemer Group
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Bessemer Group’s iShares Global Financials ETF IXG Stock Holding History

Bessemer Group’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 		$7K Buy
+50
New +$6.08K ﹤0.01% 2215
2024
Q3 		– Sell
-345
Closed -$29K – 2648
2024
Q2 		$29K Buy
+345
New +$29.5K ﹤0.01% 1342
2024
Q1 		– Sell
-4,940
Closed -$388K – 2123
2023
Q4 		$388K Buy
4,940
+4,140
+518% +$302K ﹤0.01% 889
2023
Q3 		$56K Buy
800
+400
+100% +$29K ﹤0.01% 1323
2023
Q2 		$29K Sell
400
-1,655
-81% -$116K ﹤0.01% 1465
2023
Q1 		$141K Sell
2,055
-9,125
-82% -$665K ﹤0.01% 985
2022
Q4 		$786K Buy
11,180
+7,845
+235% +$536K ﹤0.01% 628
2022
Q3 		$204K Sell
3,335
-3,585
-52% -$240K ﹤0.01% 882
2022
Q2 		$455K Buy
+6,920
New +$500K ﹤0.01% 730
2022
Q1 		– Sell
-535
Closed -$43K – 1883
2021
Q4 		$43K Buy
+535
New +$43.3K ﹤0.01% 1157
2021
Q1 		– Sell
-13,705
Closed -$892K – 1567
2020
Q4 		$892K Buy
+13,705
New +$815K ﹤0.01% 420
2020
Q3 		– Sell
-4,885
Closed -$255K – 1507
2020
Q2 		$255K Sell
4,885
-86,230
-95% -$4.34M ﹤0.01% 1110
2020
Q1 		$4.3M Buy
91,115
+89,275
+4,852% +$5.48M 0.02% 298
2019
Q4 		$127K Buy
1,840
+1,030
+127% +$68.4K ﹤0.01% 1151
2019
Q3 		$52K Hold
810
– – ﹤0.01% 1262
2019
Q2 		$52K Sell
810
-180
-18% -$11.5K ﹤0.01% 1305
2019
Q1 		$61K Sell
990
-45,850
-98% -$2.82M ﹤0.01% 1243
2018
Q4 		$2.67M Buy
+46,840
New +$2.88M 0.01% 307
2018
Q2 		– Sell
-276,000
Closed -$19.1M – 1734
2018
Q1 		$19.1M Buy
276,000
+275,060
+29,262% +$19.8M 0.07% 163
2017
Q4 		$66K Buy
+940
New +$64.2K ﹤0.01% 1212
2017
Q1 		– Sell
-10,855
Closed -$627K – 1829
2016
Q4 		$627K Buy
+10,855
New +$596K ﹤0.01% 835

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

Bessemer Group's IXG Position: Q2 2026 in Review

Bessemer Group opened a new position in iShares Global Financials ETF (IXG) in Q2 2026: 50 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #2215 among its holdings. This is a return to the name: Bessemer Group previously reported a position in IXG as recently as Q2 2024.

Bessemer Group first reported a position in IXG in Q4 2016 and has held it in 21 quarters since. The position peaked at $19.1M in Q1 2018. 127 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

  • Bessemer Group held 50 shares of iShares Global Financials ETF worth $7K as of Q2 2026.
  • iShares Global Financials ETF was a new Bessemer Group position in Q2 2026.
  • iShares Global Financials ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #2215 holding.
  • Bessemer Group first reported a position in iShares Global Financials ETF in Q4 2016 and has held it in 21 quarters since.
  • Bessemer Group's iShares Global Financials ETF position peaked at $19.1M in Q1 2018.
  • 127 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.