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Outlook Wealth Advisors’s iShares Global Financials ETF IXG Stock Holding History

Outlook Wealth 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
-43,517
Closed -$5.26M – 317
2025
Q4 		$5.26M Sell
43,517
-301
-0.7% -$35.1K 1.19% 19
2025
Q3 		$5.11M Buy
+43,818
New +$4.98M 1.27% 15
2022
Q4 		– Sell
-88,769
Closed -$5.44M – 192
2022
Q3 		$5.44M Buy
88,769
+4,441
+5% +$298K 2.44% 10
2022
Q2 		$5.54M Sell
84,328
-6,810
-7% -$492K 2.27% 9
2022
Q1 		$7.24M Buy
91,138
+14,493
+19% +$1.17M 2.42% 9
2021
Q4 		$6.14M Sell
76,645
-4,788
-6% -$388K 1.8% 14
2021
Q3 		$6.39M Buy
81,433
+1,823
+2% +$143K 2.09% 8
2021
Q2 		$6.18M Buy
+79,610
New +$6.21M 1.98% 8

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 $93.1B 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 $501B 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 $376B AUM 19.32% 1-Year Est. Return