Cresset Asset Management’s iShares Global Financials ETF IXG Stock Holding History

Cresset Asset 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	–	Sell	-17,469	Closed	-$2.11M	–	1721
2025 Q4	$2.11M	Sell	17,469 -8,482	-33%	-$988K	0.01%	552
2025 Q3	$3.03M	Buy	25,951 +7,127	+38%	+$810K	0.01%	448
2025 Q2	$2.09M	Sell	18,824 -6,983	-27%	-$732K	0.01%	490
2025 Q1	$2.66M	Sell	25,807 -5,898	-19%	-$599K	0.01%	460
2024 Q4	$3.05M	Sell	31,705 -18,081	-36%	-$1.76M	0.01%	444
2024 Q3	$4.71M	Buy	49,786 +23,004	+86%	+$2.07M	0.02%	467
2024 Q2	$2.28M	Buy	26,782 +23,780	+792%	+$2.03M	0.01%	665
2024 Q1	$260K	Buy	+3,002	New	+$244K	﹤0.01%	1652

Other funds holding IXG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 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

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cresset Asset Management's IXG Position: Q1 2026 in Review

Cresset Asset Management sold out of iShares Global Financials ETF (IXG) in Q1 2026, closing a stake of 17,469 shares — an estimated $2.11M sold.

Cresset Asset Management first reported a position in IXG in Q1 2024 and held it in 8 quarters. The position peaked at $4.71M in Q3 2024. 137 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

Cresset Asset Management reported no remaining iShares Global Financials ETF position as of Q1 2026 after selling out during the quarter.
Cresset Asset Management sold 17,469 iShares Global Financials ETF shares in Q1 2026, an estimated $2.11M.
Cresset Asset Management first reported a position in iShares Global Financials ETF in Q1 2024 and held it in 8 quarters.
Cresset Asset Management's iShares Global Financials ETF position peaked at $4.71M in Q3 2024.
137 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.