Kestra Advisory Services’s iShares Global Financials ETF IXG Stock Holding History

Kestra Advisory Services’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	$989K	Sell	7,947 -555	-7%	-$67.5K	﹤0.01%	1839
2026 Q1	$969K	Buy	8,502 +293	+4%	+$34.8K	﹤0.01%	1758
2025 Q4	$992K	Buy	8,209 +52	+0.6%	+$6.05K	﹤0.01%	1657
2025 Q3	$952K	Sell	8,157 -360	-4%	-$40.9K	﹤0.01%	1627
2025 Q2	$944K	Buy	8,517 +714	+9%	+$74.8K	﹤0.01%	1519
2025 Q1	$804K	Buy	7,803 +5,482	+236%	+$557K	﹤0.01%	1523
2024 Q4	$223K	Sell	2,321 -119	-5%	-$11.6K	﹤0.01%	2421
2024 Q3	$231K	Sell	2,440 -348	-12%	-$31.3K	﹤0.01%	2273
2024 Q2	$210K	Buy	2,788 +68	+3%	+$5.82K	﹤0.01%	2375
2024 Q1	$236K	Buy	+2,720	New	+$221K	﹤0.01%	2166
2023 Q2	–	Sell	-7,587	Closed	-$524K	–	2147
2023 Q1	$524K	Sell	7,587 -983	-11%	-$71.7K	0.01%	1254
2022 Q4	$602K	Sell	8,570 -4,943	-37%	-$338K	0.01%	1292
2022 Q3	$828K	Sell	13,513 -3,634	-21%	-$244K	0.01%	1053
2022 Q2	$1.13M	Sell	17,147 -22,882	-57%	-$1.65M	0.01%	920
2022 Q1	$3.18M	Sell	40,029 -77,306	-66%	-$6.25M	0.03%	519
2021 Q4	$9.39M	Sell	117,335 -27,407	-19%	-$2.22M	0.1%	236
2021 Q3	$11.4M	Buy	144,742 +9,750	+7%	+$764K	0.11%	201
2021 Q2	$10.5M	Buy	+134,992	New	+$10.5M	0.12%	195

Other funds holding IXG

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Kestra Advisory Services's IXG Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares Global Financials ETF (IXG) stake by 6.5% in Q2 2026, selling an estimated $67.5K and leaving 7,947 shares worth $989K. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

Kestra Advisory Services first reported a position in IXG in Q2 2021 and has held it in 18 quarters since. The position peaked at $11.4M in Q3 2021. 128 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

Kestra Advisory Services held 7,947 shares of iShares Global Financials ETF worth $989K as of Q2 2026.
Kestra Advisory Services sold 555 iShares Global Financials ETF shares in Q2 2026, an estimated $67.5K.
iShares Global Financials ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1839 holding.
Kestra Advisory Services first reported a position in iShares Global Financials ETF in Q2 2021 and has held it in 18 quarters since.
Kestra Advisory Services's iShares Global Financials ETF position peaked at $11.4M in Q3 2021.
128 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.