Fidelity Investments
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Fidelity Investments’s iShares Global Financials ETF IXG Stock Holding History

Fidelity Investments’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 		$194K Sell
1,702
-5
-0.3% -$594 ﹤0.01% 3504
2025
Q4 		$206K Buy
1,707
+166
+11% +$19.3K ﹤0.01% 3426
2025
Q3 		$180K Buy
1,541
+78
+5% +$8.86K ﹤0.01% 3396
2025
Q2 		$162K Buy
1,463
+128
+10% +$13.4K ﹤0.01% 3396
2025
Q1 		$138K Buy
1,335
+422
+46% +$42.9K ﹤0.01% 3414
2024
Q4 		$87.7K Buy
913
+228
+33% +$22.2K ﹤0.01% 3607
2024
Q3 		$64.8K Buy
685
+76
+12% +$6.84K ﹤0.01% 3672
2024
Q2 		$51.8K Buy
609
+146
+32% +$12.5K ﹤0.01% 3603
2024
Q1 		$40.1K Sell
463
-14
-3% -$1.14K ﹤0.01% 3688
2023
Q4 		$37.5K Buy
477
+101
+27% +$7.37K ﹤0.01% 3649
2023
Q3 		$26.5K Sell
376
-1
-0.3% -$73 ﹤0.01% 3665
2023
Q2 		$27K Sell
377
-146
-28% -$10.3K ﹤0.01% 3712
2023
Q1 		$36.1K Buy
523
+262
+100% +$19.1K ﹤0.01% 3590
2022
Q4 		$18.3K Buy
261
+14
+6% +$956 ﹤0.01% 3810
2022
Q3 		$15K Buy
247
+106
+75% +$7.1K ﹤0.01% 3954
2022
Q2 		$9K Sell
141
-73
-34% -$5.28K ﹤0.01% 4140
2022
Q1 		$17K Buy
214
+90
+73% +$7.27K ﹤0.01% 4069
2021
Q4 		$10K Sell
124
-13
-9% -$1.05K ﹤0.01% 3640
2021
Q3 		$11K Buy
137
+32
+30% +$2.51K ﹤0.01% 3593
2021
Q2 		$8K Hold
105
– – ﹤0.01% 3606
2021
Q1 		$8K Buy
105
+14
+15% +$980 ﹤0.01% 3440
2020
Q4 		$6K Sell
91
-66
-42% -$3.93K ﹤0.01% 3405
2020
Q3 		$8K Buy
157
+22
+16% +$1.2K ﹤0.01% 3222
2020
Q2 		$7K Sell
135
-4
-3% -$201 ﹤0.01% 3177
2020
Q1 		$7K Sell
139
-64
-32% -$3.93K ﹤0.01% 3183
2019
Q4 		$14K Sell
203
-7
-3% -$465 ﹤0.01% 3196
2019
Q3 		$13K Sell
210
-232
-52% -$14.6K ﹤0.01% 3173
2019
Q2 		$28K Sell
442
-428
-49% -$27.3K ﹤0.01% 3000
2019
Q1 		$54K Sell
870
-916
-51% -$56.3K ﹤0.01% 2767
2018
Q4 		$101K Buy
1,786
+433
+32% +$26.6K ﹤0.01% 2643
2018
Q3 		$90K Buy
+1,353
New +$89.5K ﹤0.01% 2738

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
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
BS
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments's IXG Position: Q1 2026 in Review

Fidelity Investments reduced its iShares Global Financials ETF (IXG) stake by 0.29% in Q1 2026, selling an estimated $594 and leaving 1,702 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #3504.

Fidelity Investments first reported a position in IXG in Q3 2018 and has held it in 31 quarters since. The position peaked at $206K in Q4 2025. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

  • Fidelity Investments held 1,702 shares of iShares Global Financials ETF worth $194K as of Q1 2026.
  • Fidelity Investments sold 5 iShares Global Financials ETF shares in Q1 2026, an estimated $594.
  • iShares Global Financials ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3504 holding.
  • Fidelity Investments first reported a position in iShares Global Financials ETF in Q3 2018 and has held it in 31 quarters since.
  • Fidelity Investments's iShares Global Financials ETF position peaked at $206K in Q4 2025.
  • 136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.