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Kelleher Financial Advisors’s iShares Global Financials ETF IXG Stock Holding History

Kelleher Financial 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 		$748 Hold
6
– – ﹤0.01% 827
2026
Q1 		$665 Hold
6
– – ﹤0.01% 659
2025
Q4 		$725 Hold
6
– – ﹤0.01% 675
2025
Q3 		$700 Buy
+6
New +$681 ﹤0.01% 614

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

Kelleher Financial Advisors's IXG Position: Q2 2026 in Review

Kelleher Financial Advisors held its iShares Global Financials ETF (IXG) position steady in Q2 2026 at 6 shares worth $748. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Kelleher Financial Advisors first reported a position in IXG in Q3 2025 and has held it in 4 quarters since. 128 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

  • Kelleher Financial Advisors held 6 shares of iShares Global Financials ETF worth $748 as of Q2 2026.
  • Kelleher Financial Advisors left its iShares Global Financials ETF share count unchanged in Q2 2026.
  • iShares Global Financials ETF made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #827 holding.
  • Kelleher Financial Advisors first reported a position in iShares Global Financials ETF in Q3 2025 and has held it in 4 quarters since.
  • 128 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.