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 Q1	$62.7K	Buy	+550	New	+$65.3K	﹤0.01%	842

Other funds holding IXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Golden State Equity Partners's IXG Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in iShares Global Financials ETF (IXG) in Q1 2026: 550 shares worth $62.7K. The stake represents ﹤0.01% of the portfolio and ranks #842 among its holdings.

136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

Golden State Equity Partners held 550 shares of iShares Global Financials ETF worth $62.7K as of Q1 2026.
iShares Global Financials ETF was a new Golden State Equity Partners position in Q1 2026.
iShares Global Financials ETF made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #842 holding.
136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.