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 Q1	$394K	Buy	+3,455	New	+$410K	0.2%	38

Other funds holding IXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Comprehensive Wealth Management's IXG Position: Q1 2026 in Review

Comprehensive Wealth Management opened a new position in iShares Global Financials ETF (IXG) in Q1 2026: 3,455 shares worth $394K. The stake represents 0.2% of the portfolio and ranks #38 among its holdings.

136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

Comprehensive Wealth Management held 3,455 shares of iShares Global Financials ETF worth $394K as of Q1 2026.
iShares Global Financials ETF was a new Comprehensive Wealth Management position in Q1 2026.
iShares Global Financials ETF made up 0.2% of Comprehensive Wealth Management's portfolio in Q1 2026, its #38 holding.
136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on Comprehensive Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.