Golden State Equity Partners
IXG icon

Golden State Equity Partners’s iShares Global Financials ETF IXG Stock Holding History

Golden State Equity Partners’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
Q3 		$69.8K Buy
+550
New +$72.7K ﹤0.01% 926
2026
Q2 		– Sell
-550
Closed -$62.7K – 1047
2026
Q1 		$62.7K Buy
+550
New +$65.3K ﹤0.01% 842

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Commonwealth Equity Services
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WA
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Sentinel Trust
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Founders Grove Wealth Partners
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Decision Investments
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Citigroup
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KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Golden State Equity Partners's IXG Position: Q3 2026 in Review

Golden State Equity Partners opened a new position in iShares Global Financials ETF (IXG) in Q3 2026: 550 shares worth $69.8K. The stake represents ﹤0.01% of the portfolio and ranks #926 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in IXG as recently as Q1 2026.

Golden State Equity Partners first reported a position in IXG in Q1 2026 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold IXG as of Q3 2026.

  • Golden State Equity Partners held 550 shares of iShares Global Financials ETF worth $69.8K as of Q3 2026.
  • iShares Global Financials ETF was a new Golden State Equity Partners position in Q3 2026.
  • iShares Global Financials ETF made up ﹤0.01% of Golden State Equity Partners's portfolio in Q3 2026, its #926 holding.
  • Golden State Equity Partners first reported a position in iShares Global Financials ETF in Q1 2026 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2026.

Based on Golden State Equity Partners's 13F filing for Q3 2026, filed 3 Nov 2026.