CWM
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Comprehensive Wealth Management’s iShares Global Financials ETF IXG Stock Holding History

Comprehensive Wealth 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
Q2 		$440K Buy
3,533
+78
+2% +$9.48K 0.2% 42
2026
Q1 		$394K Buy
+3,455
New +$410K 0.2% 38

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

Comprehensive Wealth Management's IXG Position: Q2 2026 in Review

Comprehensive Wealth Management increased its iShares Global Financials ETF (IXG) stake by 2.3% in Q2 2026, buying an estimated $9.48K and bringing the position to 3,533 shares worth $440K. The position accounts for 0.2% of the portfolio, ranked #42.

Comprehensive Wealth Management first reported a position in IXG in Q1 2026 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

  • Comprehensive Wealth Management held 3,533 shares of iShares Global Financials ETF worth $440K as of Q2 2026.
  • Comprehensive Wealth Management bought 78 iShares Global Financials ETF shares in Q2 2026, an estimated $9.48K.
  • iShares Global Financials ETF made up 0.2% of Comprehensive Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Comprehensive Wealth Management first reported a position in iShares Global Financials ETF in Q1 2026 and has held it in 2 quarters since.
  • 128 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Comprehensive Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.