Money Concepts Capital
IXG icon

Money Concepts Capital’s iShares Global Financials ETF IXG Stock Holding History

Money Concepts Capital’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
Q3 		$1.25M Buy
+9,808
New +$1.3M 0.06% 277
2023
Q1 		– Sell
-1
Closed -$70 – 1738
2022
Q4 		$70 Buy
+1
New +$68 ﹤0.01% 3180

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Salomon & Ludwin
Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Money Concepts Capital's IXG Position: Q3 2026 in Review

Money Concepts Capital opened a new position in iShares Global Financials ETF (IXG) in Q3 2026: 9,808 shares worth $1.25M. The stake represents 0.06% of the portfolio and ranks #277 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in IXG as recently as Q4 2022.

Money Concepts Capital first reported a position in IXG in Q4 2022 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold IXG as of Q3 2026.

  • Money Concepts Capital held 9,808 shares of iShares Global Financials ETF worth $1.25M as of Q3 2026.
  • iShares Global Financials ETF was a new Money Concepts Capital position in Q3 2026.
  • iShares Global Financials ETF made up 0.06% of Money Concepts Capital's portfolio in Q3 2026, its #277 holding.
  • Money Concepts Capital first reported a position in iShares Global Financials ETF in Q4 2022 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2026.

Based on Money Concepts Capital's 13F filing for Q3 2026, filed 6 Nov 2026.