CX Institutional’s iShares Global Financials ETF IXG Stock Holding History

CX Institutional’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	-44	Closed	-$5K	–	1613
2025 Q4	$5K	Hold	44	–	–	﹤0.01%	1272
2025 Q3	$5K	Hold	44	–	–	﹤0.01%	1260
2025 Q2	$5K	Hold	44	–	–	﹤0.01%	1095
2025 Q1	$5K	Buy	+44	New	+$4.47K	﹤0.01%	1064
2023 Q1	–	Sell	-18,312	Closed	-$1.29M	–	532
2022 Q4	$1.29M	Buy	18,312 +605	+3%	+$41.3K	0.08%	247
2022 Q3	$1.09M	Sell	17,707 -6,738	-28%	-$452K	0.08%	247
2022 Q2	$1.61M	Buy	+24,445	New	+$1.77M	0.12%	200

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

CX Institutional's IXG Position: Q1 2026 in Review

CX Institutional sold out of iShares Global Financials ETF (IXG) in Q1 2026, closing a stake of 44 shares — an estimated $5K sold.

CX Institutional first reported a position in IXG in Q2 2022 and held it in 7 quarters. The position peaked at $1.61M in Q2 2022. 137 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

CX Institutional reported no remaining iShares Global Financials ETF position as of Q1 2026 after selling out during the quarter.
CX Institutional sold 44 iShares Global Financials ETF shares in Q1 2026, an estimated $5K.
CX Institutional first reported a position in iShares Global Financials ETF in Q2 2022 and held it in 7 quarters.
CX Institutional's iShares Global Financials ETF position peaked at $1.61M in Q2 2022.
137 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on CX Institutional's 13F filing for Q1 2026, filed 6 Apr 2026.