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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 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

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Outlook Wealth Advisors's IXG Position: Q1 2026 in Review

Outlook Wealth Advisors sold out of iShares Global Financials ETF (IXG) in Q1 2026, closing a stake of 43,517 shares — an estimated $5.26M sold.

Outlook Wealth Advisors first reported a position in IXG in Q2 2021 and held it in 8 quarters. The position peaked at $7.24M in Q1 2022. 137 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

Outlook Wealth Advisors reported no remaining iShares Global Financials ETF position as of Q1 2026 after selling out during the quarter.
Outlook Wealth Advisors sold 43,517 iShares Global Financials ETF shares in Q1 2026, an estimated $5.26M.
Outlook Wealth Advisors first reported a position in iShares Global Financials ETF in Q2 2021 and held it in 8 quarters.
Outlook Wealth Advisors's iShares Global Financials ETF position peaked at $7.24M in Q1 2022.
137 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.