Partners Wealth Management’s iShares Global Financials ETF IXG Stock Holding History

Partners Wealth Management’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 Q2	$307K	Hold	2,467	–	–	0.3%	75
2026 Q1	$281K	Hold	2,467	–	–	0.29%	81
2025 Q4	$298K	Hold	2,467	–	–	0.31%	81
2025 Q3	$288K	Hold	2,467	–	–	0.28%	95
2025 Q2	$254K	Hold	2,467	–	–	0.29%	94
2025 Q1	$254K	Hold	2,467	–	–	0.29%	94
2024 Q4	$237K	Buy	+2,467	New	+$241K	0.27%	94

Other funds holding IXG

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

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

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

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Partners Wealth Management's IXG Position: Q2 2026 in Review

Partners Wealth Management held its iShares Global Financials ETF (IXG) position steady in Q2 2026 at 2,467 shares worth $307K. The position accounts for 0.3% of the portfolio, ranked #75.

Partners Wealth Management first reported a position in IXG in Q4 2024 and has held it in 7 quarters since. 128 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

Partners Wealth Management held 2,467 shares of iShares Global Financials ETF worth $307K as of Q2 2026.
Partners Wealth Management left its iShares Global Financials ETF share count unchanged in Q2 2026.
iShares Global Financials ETF made up 0.3% of Partners Wealth Management's portfolio in Q2 2026, its #75 holding.
Partners Wealth Management first reported a position in iShares Global Financials ETF in Q4 2024 and has held it in 7 quarters since.
128 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.