Coldstream Capital Management
IXG icon

Coldstream Capital Management’s iShares Global Financials ETF IXG Stock Holding History

Coldstream Capital Management’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
Q3 		$212K Buy
+1,667
New +$220K ﹤0.01% 1095
2025
Q2 		– Sell
-945
Closed -$97.4K – 2218
2025
Q1 		$97.4K Buy
+945
New +$96K ﹤0.01% 1369

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Salomon & Ludwin
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Commonwealth Equity Services
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M&T Bank
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HighTower Advisors
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Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Coldstream Capital Management's IXG Position: Q3 2026 in Review

Coldstream Capital Management opened a new position in iShares Global Financials ETF (IXG) in Q3 2026: 1,667 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #1095 among its holdings. This is a return to the name: Coldstream Capital Management previously reported a position in IXG as recently as Q1 2025.

Coldstream Capital Management first reported a position in IXG in Q1 2025 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold IXG as of Q3 2026.

  • Coldstream Capital Management held 1,667 shares of iShares Global Financials ETF worth $212K as of Q3 2026.
  • iShares Global Financials ETF was a new Coldstream Capital Management position in Q3 2026.
  • iShares Global Financials ETF made up ﹤0.01% of Coldstream Capital Management's portfolio in Q3 2026, its #1095 holding.
  • Coldstream Capital Management first reported a position in iShares Global Financials ETF in Q1 2025 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2026.

Based on Coldstream Capital Management's 13F filing for Q3 2026, filed 9 Nov 2026.