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Coppell Advisory Solutions’s iShares Global Financials ETF IXG Stock Holding History

Coppell Advisory Solutions’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 		$32.4M Buy
+117
New +$14.2K 2.68% 4
2025
Q1 		– Sell
-147
Closed -$14.1K – 1112
2024
Q4 		$14.1K Sell
147
-50
-25% -$4.88K ﹤0.01% 996
2024
Q3 		$18.6K Hold
197
– – ﹤0.01% 900
2024
Q2 		$16.8K Buy
+197
New +$16.9K ﹤0.01% 852
2023
Q4 		$19.8K Buy
+252
New +$18.4K ﹤0.01% 744
2023
Q3 		– Sell
-201
Closed -$14.2K – 1375
2023
Q2 		$14.2K Buy
+201
New +$14.1K ﹤0.01% 621

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Coppell Advisory Solutions's IXG Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in iShares Global Financials ETF (IXG) in Q2 2026: 117 shares worth $32.4M. The stake represents 2.68% of the portfolio and ranks #4 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in IXG as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in IXG in Q2 2023 and has held it in 6 quarters since. 128 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

  • Coppell Advisory Solutions held 117 shares of iShares Global Financials ETF worth $32.4M as of Q2 2026.
  • iShares Global Financials ETF was a new Coppell Advisory Solutions position in Q2 2026.
  • iShares Global Financials ETF made up 2.68% of Coppell Advisory Solutions's portfolio in Q2 2026, its #4 holding.
  • Coppell Advisory Solutions first reported a position in iShares Global Financials ETF in Q2 2023 and has held it in 6 quarters since.
  • 128 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.