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

Principal 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 Q2	$1.04M	Sell	8,384 -366	-4%	-$44.5K	0.01%	766
2026 Q1	$998K	Buy	8,750 +310	+4%	+$36.8K	0.01%	730
2025 Q4	$1.02M	Sell	8,440 -17	-0.2%	-$1.98K	0.02%	689
2025 Q3	$987K	Buy	8,457 +8,384	+11,485%	+$952K	0.02%	668
2025 Q2	$8.09K	Buy	73 +6	+9%	+$629	﹤0.01%	2706
2025 Q1	$6.44K	Hold	67	–	–	﹤0.01%	2689
2024 Q4	$6.44K	Hold	67	–	–	﹤0.01%	2686
2024 Q3	$6.34K	Buy	67 +10	+18%	+$900	﹤0.01%	2597
2024 Q2	$4.85K	Hold	57	–	–	﹤0.01%	2653
2024 Q1	$4.94K	Buy	57 +2	+4%	+$162	﹤0.01%	2613
2023 Q4	$4.32K	Buy	+55	New	+$4.01K	﹤0.01%	2579

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

Principal Securities's IXG Position: Q2 2026 in Review

Principal Securities reduced its iShares Global Financials ETF (IXG) stake by 4.2% in Q2 2026, selling an estimated $44.5K and leaving 8,384 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #766.

Principal Securities first reported a position in IXG in Q4 2023 and has held it in 11 quarters since. 128 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

Principal Securities held 8,384 shares of iShares Global Financials ETF worth $1.04M as of Q2 2026.
Principal Securities sold 366 iShares Global Financials ETF shares in Q2 2026, an estimated $44.5K.
iShares Global Financials ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #766 holding.
Principal Securities first reported a position in iShares Global Financials ETF in Q4 2023 and has held it in 11 quarters since.
128 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.