MGB Wealth Management’s iShares Global Financials ETF IXG Stock Holding History

MGB Wealth 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
2025 Q4	$623K	Buy	+5,139	New	+$598K	0.18%	110

Other funds holding IXG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

MGB Wealth Management's IXG Position: Q4 2025 in Review

MGB Wealth Management opened a new position in iShares Global Financials ETF (IXG) in Q4 2025: 5,139 shares worth $623K. The stake represents 0.18% of the portfolio and ranks #110 among its holdings.

139 funds tracked by Wall St. Rank hold IXG as of Q4 2025.

MGB Wealth Management held 5,139 shares of iShares Global Financials ETF worth $623K as of Q4 2025.
iShares Global Financials ETF was a new MGB Wealth Management position in Q4 2025.
iShares Global Financials ETF made up 0.18% of MGB Wealth Management's portfolio in Q4 2025, its #110 holding.
139 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.