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IXG icon

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

NewEdge 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 		$27.4K Sell
240
-96
-29% -$11.4K ﹤0.01% 3109
2025
Q4 		$40.6K Sell
336
-320
-49% -$37.3K ﹤0.01% 3016
2025
Q3 		$76.5K Hold
656
– – ﹤0.01% 2695
2025
Q2 		$72.7K Buy
656
+2
+0.3% +$210 ﹤0.01% 2546
2025
Q1 		$67.4K Sell
654
-45
-6% -$4.57K ﹤0.01% 2439
2024
Q4 		$67.2K Buy
699
+1
+0.1% +$97 ﹤0.01% 2412
2024
Q3 		$66K Sell
698
-29
-4% -$2.61K ﹤0.01% 2344
2024
Q2 		$61.8K Sell
727
-68
-9% -$5.82K ﹤0.01% 2280
2024
Q1 		$68.9K Sell
795
-211
-21% -$17.1K ﹤0.01% 2189
2023
Q4 		$79.1K Sell
1,006
-152
-13% -$11.1K ﹤0.01% 2044
2023
Q3 		$81.6K Sell
1,158
-428
-27% -$31K ﹤0.01% 1916
2023
Q2 		$113K Sell
1,586
-556
-26% -$39.1K ﹤0.01% 1812
2023
Q1 		$148K Sell
2,142
-2,312
-52% -$169K ﹤0.01% 1637
2022
Q4 		$42.8K Sell
4,454
-463
-9% -$31.6K ﹤0.01% 1784
2022
Q3 		$301K Sell
4,917
-684
-12% -$45.8K ﹤0.01% 1209
2022
Q2 		$368K Sell
5,601
-6,994
-56% -$506K 0.01% 1122
2022
Q1 		$1M Sell
12,595
-116,694
-90% -$9.43M 0.02% 642
2021
Q4 		$10.4M Sell
129,289
-17,028
-12% -$1.38M 0.16% 136
2021
Q3 		$11.5M Sell
146,317
-4,741
-3% -$371K 0.28% 85
2021
Q2 		$11.7M Buy
+151,058
New +$11.8M 0.31% 78
2017
Q3 		– Sell
-394
Closed -$25.2K – 737
2017
Q2 		$25.2K Buy
+394
New +$24.2K ﹤0.01% 670

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

NewEdge Advisors's IXG Position: Q1 2026 in Review

NewEdge Advisors reduced its iShares Global Financials ETF (IXG) stake by 29% in Q1 2026, selling an estimated $11.4K and leaving 240 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3109.

NewEdge Advisors first reported a position in IXG in Q2 2017 and has held it in 21 quarters since. The position peaked at $11.7M in Q2 2021. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

  • NewEdge Advisors held 240 shares of iShares Global Financials ETF worth $27.4K as of Q1 2026.
  • NewEdge Advisors sold 96 iShares Global Financials ETF shares in Q1 2026, an estimated $11.4K.
  • iShares Global Financials ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3109 holding.
  • NewEdge Advisors first reported a position in iShares Global Financials ETF in Q2 2017 and has held it in 21 quarters since.
  • NewEdge Advisors's iShares Global Financials ETF position peaked at $11.7M in Q2 2021.
  • 136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.