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

Flagship 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	–	Sell	-75	Closed	-$8.31K	–	494
2026 Q1	$8.31K	Buy	+75	New	+$8.91K	﹤0.01%	294
2025 Q4	–	Sell	-75	Closed	-$8.75K	–	414
2025 Q3	$8.75K	Hold	75	–	–	﹤0.01%	341
2025 Q2	$8.31K	Hold	75	–	–	﹤0.01%	309
2025 Q1	$7.73K	Hold	75	–	–	﹤0.01%	313
2024 Q4	$7.2K	Buy	+75	New	+$7.31K	﹤0.01%	308

Other funds holding IXG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

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

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

Flagship Wealth Advisors sold out of iShares Global Financials ETF (IXG) in Q2 2026, closing a stake of 75 shares — an estimated $8.31K sold.

Flagship Wealth Advisors first reported a position in IXG in Q4 2024 and held it in 5 quarters. The position peaked at $8.75K in Q3 2025. 130 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

Flagship Wealth Advisors reported no remaining iShares Global Financials ETF position as of Q2 2026 after selling out during the quarter.
Flagship Wealth Advisors sold 75 iShares Global Financials ETF shares in Q2 2026, an estimated $8.31K.
Flagship Wealth Advisors first reported a position in iShares Global Financials ETF in Q4 2024 and held it in 5 quarters.
Flagship Wealth Advisors's iShares Global Financials ETF position peaked at $8.75K in Q3 2025.
130 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.