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Sanctuary Advisors’s iShares Global Financials ETF IXG Stock Holding History

Sanctuary 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 		$278K Buy
2,437
+757
+45% +$89.9K ﹤0.01% 2140
2025
Q4 		$203K Buy
+1,680
New +$196K ﹤0.01% 2274
2025
Q1 		– Sell
-2,963
Closed -$305K – 2323
2024
Q4 		$305K Sell
2,963
-43
-1% -$4.19K ﹤0.01% 1987
2024
Q3 		$303K Buy
3,006
+321
+12% +$28.9K ﹤0.01% 1986
2024
Q2 		$226K Buy
+2,685
New +$230K ﹤0.01% 2110

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 $777B 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 $530B 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 $377B AUM 19.32% 1-Year Est. Return

Sanctuary Advisors's IXG Position: Q1 2026 in Review

Sanctuary Advisors increased its iShares Global Financials ETF (IXG) stake by 45% in Q1 2026, buying an estimated $89.9K and bringing the position to 2,437 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #2140.

Sanctuary Advisors first reported a position in IXG in Q2 2024 and has held it in 5 quarters since. The position peaked at $305K in Q4 2024. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

  • Sanctuary Advisors held 2,437 shares of iShares Global Financials ETF worth $278K as of Q1 2026.
  • Sanctuary Advisors bought 757 iShares Global Financials ETF shares in Q1 2026, an estimated $89.9K.
  • iShares Global Financials ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #2140 holding.
  • Sanctuary Advisors first reported a position in iShares Global Financials ETF in Q2 2024 and has held it in 5 quarters since.
  • Sanctuary Advisors's iShares Global Financials ETF position peaked at $305K in Q4 2024.
  • 136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.