Mutual Advisors’s iShares Global Financials ETF IXG Stock Holding History

Mutual Advisors’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	–	Sell	-1,680	Closed	-$203K	–	1368
2025 Q4	$203K	Buy	+1,680	New	+$196K	﹤0.01%	1246
2022 Q4	–	Sell	-4,162	Closed	-$255K	–	942
2022 Q3	$255K	Sell	4,162 -1,664	-29%	-$112K	0.01%	763
2022 Q2	$383K	Sell	5,826 -1,079	-16%	-$78K	0.03%	611
2022 Q1	$549K	Sell	6,905 -533	-7%	-$43.1K	0.03%	549
2021 Q4	$595K	Buy	7,438 +296	+4%	+$24K	0.03%	526
2021 Q3	$560K	Buy	7,142 +1,547	+28%	+$121K	0.03%	511
2021 Q2	$434K	Buy	+5,595	New	+$436K	0.03%	577

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

Mutual Advisors's IXG Position: Q1 2026 in Review

Mutual Advisors sold out of iShares Global Financials ETF (IXG) in Q1 2026, closing a stake of 1,680 shares — an estimated $203K sold.

Mutual Advisors first reported a position in IXG in Q2 2021 and held it in 7 quarters. The position peaked at $595K in Q4 2021. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

Mutual Advisors reported no remaining iShares Global Financials ETF position as of Q1 2026 after selling out during the quarter.
Mutual Advisors sold 1,680 iShares Global Financials ETF shares in Q1 2026, an estimated $203K.
Mutual Advisors first reported a position in iShares Global Financials ETF in Q2 2021 and held it in 7 quarters.
Mutual Advisors's iShares Global Financials ETF position peaked at $595K in Q4 2021.
136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.