Concurrent Investment Advisors’s iShares Global Financials ETF IXG Stock Holding History

Concurrent Investment 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 Q3	$208K	Buy	+1,637	New	+$216K	﹤0.01%	2141

Other funds holding IXG

Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Concurrent Investment Advisors's IXG Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in iShares Global Financials ETF (IXG) in Q3 2026: 1,637 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #2141 among its holdings.

81 funds tracked by Wall St. Rank hold IXG as of Q3 2026.

Concurrent Investment Advisors held 1,637 shares of iShares Global Financials ETF worth $208K as of Q3 2026.
iShares Global Financials ETF was a new Concurrent Investment Advisors position in Q3 2026.
iShares Global Financials ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #2141 holding.
81 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.