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SageView Advisory Group’s iShares Global Financials ETF IXG Stock Holding History

SageView Advisory Group’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
-13
Closed -$1.57K – 1510
2025
Q4 		$1.57K Buy
+13
New +$1.51K ﹤0.01% 2286

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Jane Street
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
BS
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SageView Advisory Group's IXG Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares Global Financials ETF (IXG) in Q1 2026, closing a stake of 13 shares — an estimated $1.57K sold.

SageView Advisory Group first reported a position in IXG in Q4 2025 and held it in 1 quarter. The position peaked at $1.57K in Q4 2025. 137 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

  • SageView Advisory Group reported no remaining iShares Global Financials ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 13 iShares Global Financials ETF shares in Q1 2026, an estimated $1.57K.
  • SageView Advisory Group first reported a position in iShares Global Financials ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's iShares Global Financials ETF position peaked at $1.57K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.