MontVue Capital Management’s iShares Global Financials ETF IXG Stock Holding History

MontVue Capital 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 Q1	$292K	Sell	2,559 -2	-0.1%	-$238	0.2%	53
2025 Q4	$309K	Hold	2,561	–	–	0.21%	52
2025 Q3	$299K	Buy	2,561 +186	+8%	+$21.1K	0.2%	53
2025 Q2	$263K	Buy	+2,375	New	+$249K	0.19%	53

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

MontVue Capital Management's IXG Position: Q1 2026 in Review

MontVue Capital Management reduced its iShares Global Financials ETF (IXG) stake by 0.08% in Q1 2026, selling an estimated $238 and leaving 2,559 shares worth $292K. The position accounts for 0.2% of the portfolio, ranked #53.

MontVue Capital Management first reported a position in IXG in Q2 2025 and has held it in 4 quarters since. The position peaked at $309K in Q4 2025. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

MontVue Capital Management held 2,559 shares of iShares Global Financials ETF worth $292K as of Q1 2026.
MontVue Capital Management sold 2 iShares Global Financials ETF shares in Q1 2026, an estimated $238.
iShares Global Financials ETF made up 0.2% of MontVue Capital Management's portfolio in Q1 2026, its #53 holding.
MontVue Capital Management first reported a position in iShares Global Financials ETF in Q2 2025 and has held it in 4 quarters since.
MontVue Capital Management's iShares Global Financials ETF position peaked at $309K in Q4 2025.
136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on MontVue Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.