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 Q2	$120K	Buy	962 +312	+48%	+$37.9K	﹤0.01%	1232
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 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

Clearstead Advisors's IXG Position: Q2 2026 in Review

Clearstead Advisors increased its iShares Global Financials ETF (IXG) stake by 48% in Q2 2026, buying an estimated $37.9K and bringing the position to 962 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

Clearstead Advisors first reported a position in IXG in Q2 2024 and has held it in 9 quarters since. 128 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

Clearstead Advisors held 962 shares of iShares Global Financials ETF worth $120K as of Q2 2026.
Clearstead Advisors bought 312 iShares Global Financials ETF shares in Q2 2026, an estimated $37.9K.
iShares Global Financials ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1232 holding.
Clearstead Advisors first reported a position in iShares Global Financials ETF in Q2 2024 and has held it in 9 quarters since.
128 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.