Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Global Financials ETF IXG Stock Holding History

Cetera Investment Advisers’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
Q1 		$476K Sell
4,172
-1,075
-20% -$128K ﹤0.01% 3561
2025
Q4 		$634K Sell
5,247
-135
-3% -$15.7K ﹤0.01% 3231
2025
Q3 		$628K Buy
5,382
+2,641
+96% +$300K ﹤0.01% 3198
2025
Q2 		$304K Buy
2,741
+161
+6% +$16.9K ﹤0.01% 3389
2025
Q1 		$266K Sell
2,580
-2,693
-51% -$273K ﹤0.01% 3376
2024
Q4 		$507K Sell
5,273
-64
-1% -$6.24K ﹤0.01% 2671
2024
Q3 		$505K Sell
5,337
-378
-7% -$34K ﹤0.01% 2642
2024
Q2 		$486K Sell
5,715
-1,431
-20% -$122K ﹤0.01% 2614
2024
Q1 		$619K Buy
7,146
+4,181
+141% +$340K ﹤0.01% 2443
2023
Q4 		$233K Sell
2,965
-1,780
-38% -$130K ﹤0.01% 1948
2023
Q3 		$334K Buy
4,745
+1,201
+34% +$87.1K ﹤0.01% 1647
2023
Q2 		$254K Sell
3,544
-4,482
-56% -$315K ﹤0.01% 1846
2023
Q1 		$554K Sell
8,026
-22
-0.3% -$1.6K ﹤0.01% 1369
2022
Q4 		$566K Buy
8,048
+3,650
+83% +$249K 0.01% 1310
2022
Q3 		$270K Sell
4,398
-7,003
-61% -$469K 0.01% 1346
2022
Q2 		$749K Sell
11,401
-104
-0.9% -$7.52K 0.01% 906
2022
Q1 		$914K Sell
11,505
-37,911
-77% -$3.06M 0.01% 849
2021
Q4 		$3.96M Sell
49,416
-9,521
-16% -$771K 0.06% 344
2021
Q3 		$4.62M Buy
58,937
+10,054
+21% +$788K 0.07% 282
2021
Q2 		$3.79M Buy
+48,883
New +$3.81M 0.06% 332

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers's IXG Position: Q1 2026 in Review

Cetera Investment Advisers reduced its iShares Global Financials ETF (IXG) stake by 20% in Q1 2026, selling an estimated $128K and leaving 4,172 shares worth $476K. The position accounts for ﹤0.01% of the portfolio, ranked #3561.

Cetera Investment Advisers first reported a position in IXG in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.62M in Q3 2021. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

  • Cetera Investment Advisers held 4,172 shares of iShares Global Financials ETF worth $476K as of Q1 2026.
  • Cetera Investment Advisers sold 1,075 iShares Global Financials ETF shares in Q1 2026, an estimated $128K.
  • iShares Global Financials ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3561 holding.
  • Cetera Investment Advisers first reported a position in iShares Global Financials ETF in Q2 2021 and has held it in 20 quarters since.
  • Cetera Investment Advisers's iShares Global Financials ETF position peaked at $4.62M in Q3 2021.
  • 136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.