LOM Asset Management’s iShares Global Financials ETF IXG Stock Holding History

LOM Asset Management’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	$1.48M	Buy	11,891 +1,461	+14%	+$178K	0.38%	80
2026 Q1	$1.19M	Buy	10,430 +1,900	+22%	+$226K	0.34%	87
2025 Q4	$1.03M	Hold	8,530	–	–	0.3%	95
2025 Q3	$995K	Buy	8,530 +1,000	+13%	+$114K	0.3%	91
2025 Q2	$835K	Buy	+7,530	New	+$789K	0.28%	101

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

LOM Asset Management's IXG Position: Q2 2026 in Review

LOM Asset Management increased its iShares Global Financials ETF (IXG) stake by 14% in Q2 2026, buying an estimated $178K and bringing the position to 11,891 shares worth $1.48M. The position accounts for 0.38% of the portfolio, ranked #80.

LOM Asset Management 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.

LOM Asset Management held 11,891 shares of iShares Global Financials ETF worth $1.48M as of Q2 2026.
LOM Asset Management bought 1,461 iShares Global Financials ETF shares in Q2 2026, an estimated $178K.
iShares Global Financials ETF made up 0.38% of LOM Asset Management's portfolio in Q2 2026, its #80 holding.
LOM Asset Management 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 LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.