Creative Financial Designs’s iShares Global Financials ETF IXG Stock Holding History

Creative Financial Designs’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	$3.26K	Hold	26	–	–	﹤0.01%	1814
2026 Q1	$2.94K	Hold	26	–	–	﹤0.01%	1707
2025 Q4	$3.12K	Hold	26	–	–	﹤0.01%	1620
2025 Q3	$2.99K	Hold	26	–	–	﹤0.01%	1639
2025 Q2	$2.84K	Buy	26 +1	+4%	+$105	﹤0.01%	1627
2025 Q1	$2.6K	Hold	25	–	–	﹤0.01%	1625
2024 Q4	$2.43K	Sell	25 -9	-26%	-$877	﹤0.01%	1557
2024 Q3	$3.19K	Sell	34 -54	-61%	-$4.86K	﹤0.01%	1468
2024 Q2	$7.46K	Sell	88 -154	-64%	-$13.2K	﹤0.01%	1233
2024 Q1	$21K	Hold	242	–	–	﹤0.01%	951
2023 Q4	$19K	Sell	242 -10	-4%	-$730	﹤0.01%	930
2023 Q3	$17.7K	Hold	252	–	–	﹤0.01%	885
2023 Q2	$18K	Sell	252 -1	-0.4%	-$70	﹤0.01%	877
2023 Q1	$17.5K	Sell	253 -45	-15%	-$3.28K	﹤0.01%	844
2022 Q4	$21K	Sell	298 -24	-7%	-$1.64K	﹤0.01%	757
2022 Q3	$20K	Hold	322	–	–	﹤0.01%	739
2022 Q2	$21K	Sell	322 -342	-52%	-$24.7K	﹤0.01%	729
2022 Q1	$53K	Sell	664 -3,011	-82%	-$243K	0.01%	557
2021 Q4	$294K	Sell	3,675 -94	-2%	-$7.61K	0.04%	253
2021 Q3	$296K	Buy	3,769 +42	+1%	+$3.29K	0.05%	248
2021 Q2	$289K	Buy	+3,727	New	+$291K	0.05%	244

Other funds holding IXG

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Creative Financial Designs's IXG Position: Q2 2026 in Review

Creative Financial Designs held its iShares Global Financials ETF (IXG) position steady in Q2 2026 at 26 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

Creative Financial Designs first reported a position in IXG in Q2 2021 and has held it in 21 quarters since. The position peaked at $296K in Q3 2021. 128 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

Creative Financial Designs held 26 shares of iShares Global Financials ETF worth $3.26K as of Q2 2026.
Creative Financial Designs left its iShares Global Financials ETF share count unchanged in Q2 2026.
iShares Global Financials ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1814 holding.
Creative Financial Designs first reported a position in iShares Global Financials ETF in Q2 2021 and has held it in 21 quarters since.
Creative Financial Designs's iShares Global Financials ETF position peaked at $296K in Q3 2021.
128 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.