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 Q2	$1.08M	Buy	8,636 +1,145	+15%	+$139K	0.01%	971
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 $1.89T 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

Equitable Holdings's IXG Position: Q2 2026 in Review

Equitable Holdings increased its iShares Global Financials ETF (IXG) stake by 15% in Q2 2026, buying an estimated $139K and bringing the position to 8,636 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #971.

Equitable Holdings first reported a position in IXG in Q2 2021 and has held it in 12 quarters since. The position peaked at $3.88M in Q3 2021. 128 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

Equitable Holdings held 8,636 shares of iShares Global Financials ETF worth $1.08M as of Q2 2026.
Equitable Holdings bought 1,145 iShares Global Financials ETF shares in Q2 2026, an estimated $139K.
iShares Global Financials ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #971 holding.
Equitable Holdings first reported a position in iShares Global Financials ETF in Q2 2021 and has held it in 12 quarters since.
Equitable Holdings's iShares Global Financials ETF position peaked at $3.88M in Q3 2021.
128 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.