Farther Finance Advisors’s iShares Global Financials ETF IXG Stock Holding History

Farther Finance 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	$129K	Sell	1,040 -2	-0.2%	-$243	﹤0.01%	2527
2026 Q1	$120K	Buy	1,042 +110	+12%	+$13.1K	﹤0.01%	2377
2025 Q4	$113K	Sell	932 -17,397	-95%	-$2.03M	﹤0.01%	2268
2025 Q3	$2.14M	Buy	18,329 +17,274	+1,637%	+$1.96M	0.03%	436
2025 Q2	$117K	Buy	1,055 +537	+104%	+$56.3K	﹤0.01%	1681
2025 Q1	$53.3K	Buy	518 +419	+423%	+$42.5K	﹤0.01%	1864
2024 Q4	$9.51K	Hold	99	–	–	﹤0.01%	2405
2024 Q3	$9.36K	Sell	99 -151	-60%	-$13.6K	﹤0.01%	2390
2024 Q2	$21.3K	Buy	250 +2	+0.8%	+$171	﹤0.01%	1756
2024 Q1	$21.4K	Sell	248 -69	-22%	-$5.6K	﹤0.01%	1469
2023 Q4	$24.9K	Sell	317 -47	-13%	-$3.43K	﹤0.01%	1272
2023 Q3	$25.6K	Sell	364 -82	-18%	-$5.95K	﹤0.01%	1012
2023 Q2	$31.9K	Sell	446 -612	-58%	-$43K	0.01%	831
2023 Q1	$73K	Buy	1,058 +35	+3%	+$2.55K	0.02%	498
2022 Q4	$71.9K	Buy	+1,023	New	+$69.9K	0.03%	403

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

Farther Finance Advisors's IXG Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares Global Financials ETF (IXG) stake by 0.19% in Q2 2026, selling an estimated $243 and leaving 1,040 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #2527.

Farther Finance Advisors first reported a position in IXG in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.14M in Q3 2025. 128 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

Farther Finance Advisors held 1,040 shares of iShares Global Financials ETF worth $129K as of Q2 2026.
Farther Finance Advisors sold 2 iShares Global Financials ETF shares in Q2 2026, an estimated $243.
iShares Global Financials ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2527 holding.
Farther Finance Advisors first reported a position in iShares Global Financials ETF in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's iShares Global Financials ETF position peaked at $2.14M in Q3 2025.
128 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.