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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
Q2 		– Sell
-550
Closed -$62.7K – 1047
2026
Q1 		$62.7K Buy
+550
New +$65.3K ﹤0.01% 842

Other funds holding IXG

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CAS
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
DZ Bank
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

Golden State Equity Partners's IXG Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares Global Financials ETF (IXG) in Q2 2026, closing a stake of 550 shares — an estimated $62.7K sold.

Golden State Equity Partners first reported a position in IXG in Q1 2026 and held it in 1 quarter. The position peaked at $62.7K in Q1 2026. 128 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

  • Golden State Equity Partners reported no remaining iShares Global Financials ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 550 iShares Global Financials ETF shares in Q2 2026, an estimated $62.7K.
  • Golden State Equity Partners first reported a position in iShares Global Financials ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's iShares Global Financials ETF position peaked at $62.7K in Q1 2026.
  • 128 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.