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

Kestra Private Wealth 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 Q1	–	Sell	-2,366	Closed	-$286K	–	1823
2025 Q4	$286K	Buy	2,366 +14	+0.6%	+$1.63K	﹤0.01%	1449
2025 Q3	$274K	Sell	2,352 -8	-0.3%	-$909	﹤0.01%	1405
2025 Q2	$262K	Buy	+2,360	New	+$247K	﹤0.01%	1363

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

Kestra Private Wealth Services's IXG Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of iShares Global Financials ETF (IXG) in Q1 2026, closing a stake of 2,366 shares — an estimated $286K sold.

Kestra Private Wealth Services first reported a position in IXG in Q2 2025 and held it in 3 quarters. The position peaked at $286K in Q4 2025. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

Kestra Private Wealth Services reported no remaining iShares Global Financials ETF position as of Q1 2026 after selling out during the quarter.
Kestra Private Wealth Services sold 2,366 iShares Global Financials ETF shares in Q1 2026, an estimated $286K.
Kestra Private Wealth Services first reported a position in iShares Global Financials ETF in Q2 2025 and held it in 3 quarters.
Kestra Private Wealth Services's iShares Global Financials ETF position peaked at $286K in Q4 2025.
136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.