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Elevation Advisory Partners’s iShares Global Financials ETF IXG Stock Holding History

Elevation Advisory Partners’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 		– Sell
-2,618
Closed -$319K – 67
2026
Q1 		$319K Buy
+2,618
New +$311K 0.3% 57

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BS
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DZ Bank
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AWM
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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
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Elevation Advisory Partners's IXG Position: Q2 2026 in Review

Elevation Advisory Partners sold out of iShares Global Financials ETF (IXG) in Q2 2026, closing a stake of 2,618 shares — an estimated $319K sold.

Elevation Advisory Partners first reported a position in IXG in Q1 2026 and held it in 1 quarter. The position peaked at $319K in Q1 2026. 130 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

  • Elevation Advisory Partners reported no remaining iShares Global Financials ETF position as of Q2 2026 after selling out during the quarter.
  • Elevation Advisory Partners sold 2,618 iShares Global Financials ETF shares in Q2 2026, an estimated $319K.
  • Elevation Advisory Partners first reported a position in iShares Global Financials ETF in Q1 2026 and held it in 1 quarter.
  • Elevation Advisory Partners's iShares Global Financials ETF position peaked at $319K in Q1 2026.
  • 130 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Elevation Advisory Partners's 13F filing for Q2 2026, filed 13 Aug 2026.