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

FSM 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	$1.14M	Sell	9,117 -169	-2%	-$20.5K	0.12%	101
2026 Q1	$1.06M	Buy	9,286 +559	+6%	+$66.4K	0.14%	90
2025 Q4	$1.05M	Buy	8,727 +1,937	+29%	+$226K	0.14%	89
2025 Q3	$792K	Buy	6,790 +2,715	+67%	+$308K	0.11%	110
2025 Q2	$453K	Buy	+4,075	New	+$427K	0.07%	170

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

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

FSM Wealth Advisors reduced its iShares Global Financials ETF (IXG) stake by 1.8% in Q2 2026, selling an estimated $20.5K and leaving 9,117 shares worth $1.14M. The position accounts for 0.12% of the portfolio, ranked #101.

FSM Wealth Advisors first reported a position in IXG in Q2 2025 and has held it in 5 quarters since. 127 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

FSM Wealth Advisors held 9,117 shares of iShares Global Financials ETF worth $1.14M as of Q2 2026.
FSM Wealth Advisors sold 169 iShares Global Financials ETF shares in Q2 2026, an estimated $20.5K.
iShares Global Financials ETF made up 0.12% of FSM Wealth Advisors's portfolio in Q2 2026, its #101 holding.
FSM Wealth Advisors first reported a position in iShares Global Financials ETF in Q2 2025 and has held it in 5 quarters since.
127 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.