EP Wealth Advisors’s iShares Global Financials ETF IXG Stock Holding History

EP Wealth Advisors’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	$149K	Buy	+1,200	New	+$146K	﹤0.01%	1591

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

EP Wealth Advisors's IXG Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in iShares Global Financials ETF (IXG) in Q2 2026: 1,200 shares worth $149K. The stake represents ﹤0.01% of the portfolio and ranks #1591 among its holdings.

128 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

EP Wealth Advisors held 1,200 shares of iShares Global Financials ETF worth $149K as of Q2 2026.
iShares Global Financials ETF was a new EP Wealth Advisors position in Q2 2026.
iShares Global Financials ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1591 holding.
128 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.