Equitable Holdings’s iShares Global Financials ETF IXG Stock Holding History

Equitable Holdings’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	$905K	Buy	7,491 +1,261	+20%	+$150K	0.01%	1014
2025 Q4	$753K	Sell	6,230 -59	-0.9%	-$6.87K	0.01%	959
2025 Q3	$734K	Buy	6,289 +1,459	+30%	+$166K	0.01%	942
2025 Q2	$535K	Sell	4,830 -3,361	-41%	-$352K	﹤0.01%	980
2025 Q1	$844K	Buy	8,191 +2,135	+35%	+$217K	0.01%	763
2024 Q4	$582K	Buy	6,056 +64	+1%	+$6.24K	0.01%	835
2024 Q3	$567K	Sell	5,992 -282	-4%	-$25.4K	0.01%	827
2024 Q2	$534K	Buy	+6,274	New	+$537K	0.01%	814
2022 Q1	–	Sell	-37,195	Closed	-$2.98M	–	894
2021 Q4	$2.98M	Sell	37,195 -12,324	-25%	-$998K	0.05%	222
2021 Q3	$3.88M	Buy	49,519 +3,155	+7%	+$247K	0.07%	178
2021 Q2	$3.6M	Buy	+46,364	New	+$3.62M	0.06%	175

Other funds holding IXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWM

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

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Equitable Holdings's IXG Position: Q1 2026 in Review

Equitable Holdings increased its iShares Global Financials ETF (IXG) stake by 20% in Q1 2026, buying an estimated $150K and bringing the position to 7,491 shares worth $905K. The position accounts for 0.01% of the portfolio, ranked #1014.

Equitable Holdings first reported a position in IXG in Q2 2021 and has held it in 11 quarters since. The position peaked at $3.88M in Q3 2021. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

Equitable Holdings held 7,491 shares of iShares Global Financials ETF worth $905K as of Q1 2026.
Equitable Holdings bought 1,261 iShares Global Financials ETF shares in Q1 2026, an estimated $150K.
iShares Global Financials ETF made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #1014 holding.
Equitable Holdings first reported a position in iShares Global Financials ETF in Q2 2021 and has held it in 11 quarters since.
Equitable Holdings's iShares Global Financials ETF position peaked at $3.88M in Q3 2021.
136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.