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Clearstead Advisors’s iShares Global Financials ETF IXG Stock Holding History

Clearstead 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
Q1 		$74.1K Hold
650
– – ﹤0.01% 1216
2025
Q4 		$78.5K Hold
650
– – ﹤0.01% 1201
2025
Q3 		$75.8K Hold
650
– – ﹤0.01% 1147
2025
Q2 		$72K Hold
650
– – ﹤0.01% 1166
2025
Q1 		$67K Hold
650
– – ﹤0.01% 1096
2024
Q4 		$62.4K Hold
650
– – ﹤0.01% 1118
2024
Q3 		$61.5K Hold
650
– – ﹤0.01% 1157
2024
Q2 		$55.3K Buy
+650
New +$55.6K ﹤0.01% 1139

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