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 Q2	$308K	Sell	2,470 -89	-3%	-$10.8K	0.18%	59
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 $1.89T 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

MontVue Capital Management's IXG Position: Q2 2026 in Review

MontVue Capital Management reduced its iShares Global Financials ETF (IXG) stake by 3.5% in Q2 2026, selling an estimated $10.8K and leaving 2,470 shares worth $308K. The position accounts for 0.18% of the portfolio, ranked #59.

MontVue Capital Management first reported a position in IXG in Q2 2025 and has held it in 5 quarters since. The position peaked at $309K in Q4 2025. 128 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

MontVue Capital Management held 2,470 shares of iShares Global Financials ETF worth $308K as of Q2 2026.
MontVue Capital Management sold 89 iShares Global Financials ETF shares in Q2 2026, an estimated $10.8K.
iShares Global Financials ETF made up 0.18% of MontVue Capital Management's portfolio in Q2 2026, its #59 holding.
MontVue Capital Management first reported a position in iShares Global Financials ETF in Q2 2025 and has held it in 5 quarters since.
MontVue Capital Management's iShares Global Financials ETF position peaked at $309K in Q4 2025.
128 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on MontVue Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.