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KCM Investment Advisors’s iShares Global Financials ETF IXG Stock Holding History

KCM Investment 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 		$1.19M Buy
9,526
+3,016
+46% +$367K 0.04% 210
2026
Q1 		$742K Buy
6,510
+628
+11% +$74.6K 0.02% 231
2025
Q4 		$710K Buy
5,882
+160
+3% +$18.6K 0.02% 240
2025
Q3 		$668K Buy
5,722
+146
+3% +$16.6K 0.02% 244
2025
Q2 		$618K Buy
+5,576
New +$584K 0.02% 251

Other funds holding IXG

Morgan Stanley
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
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

KCM Investment Advisors's IXG Position: Q2 2026 in Review

KCM Investment Advisors increased its iShares Global Financials ETF (IXG) stake by 46% in Q2 2026, buying an estimated $367K and bringing the position to 9,526 shares worth $1.19M. The position accounts for 0.04% of the portfolio, ranked #210.

KCM Investment Advisors first reported a position in IXG in Q2 2025 and has held it in 5 quarters since. 128 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

  • KCM Investment Advisors held 9,526 shares of iShares Global Financials ETF worth $1.19M as of Q2 2026.
  • KCM Investment Advisors bought 3,016 iShares Global Financials ETF shares in Q2 2026, an estimated $367K.
  • iShares Global Financials ETF made up 0.04% of KCM Investment Advisors's portfolio in Q2 2026, its #210 holding.
  • KCM Investment Advisors first reported a position in iShares Global Financials ETF in Q2 2025 and has held it in 5 quarters since.
  • 128 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.