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NBC Securities’s iShares Global Financials ETF IXG Stock Holding History

NBC Securities’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
-1,764
Closed -$213K – 2703
2025
Q4 		$213K Buy
1,764
+86
+5% +$10K 0.02% 816
2025
Q3 		$196K Buy
+1,678
New +$191K 0.02% 851
2024
Q2 		– Sell
-116
Closed -$11K – 2145
2024
Q1 		$11K Hold
116
– – ﹤0.01% 1681
2023
Q4 		$9K Sell
116
-60
-34% -$4.38K ﹤0.01% 1727
2023
Q3 		$12K Buy
+176
New +$12.8K ﹤0.01% 1652

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
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
BS
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NBC Securities's IXG Position: Q1 2026 in Review

NBC Securities sold out of iShares Global Financials ETF (IXG) in Q1 2026, closing a stake of 1,764 shares — an estimated $213K sold.

NBC Securities first reported a position in IXG in Q3 2023 and held it in 5 quarters. The position peaked at $213K in Q4 2025. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

  • NBC Securities reported no remaining iShares Global Financials ETF position as of Q1 2026 after selling out during the quarter.
  • NBC Securities sold 1,764 iShares Global Financials ETF shares in Q1 2026, an estimated $213K.
  • NBC Securities first reported a position in iShares Global Financials ETF in Q3 2023 and held it in 5 quarters.
  • NBC Securities's iShares Global Financials ETF position peaked at $213K in Q4 2025.
  • 136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.