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Smartleaf Asset Management’s iShares Global Financials ETF IXG Stock Holding History

Smartleaf Asset 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 		$39.4K Hold
317
– – ﹤0.01% 1644
2026
Q1 		$35.1K Sell
317
-11,641
-97% -$1.38M ﹤0.01% 1653
2025
Q4 		$1.45M Buy
11,958
+3,237
+37% +$377K 0.06% 297
2025
Q3 		$1.02M Buy
+8,721
New +$991K 0.06% 316

Other funds holding IXG

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
DZ Bank
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

Smartleaf Asset Management's IXG Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares Global Financials ETF (IXG) position steady in Q2 2026 at 317 shares worth $39.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

Smartleaf Asset Management first reported a position in IXG in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.45M in Q4 2025. 128 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

  • Smartleaf Asset Management held 317 shares of iShares Global Financials ETF worth $39.4K as of Q2 2026.
  • Smartleaf Asset Management left its iShares Global Financials ETF share count unchanged in Q2 2026.
  • iShares Global Financials ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1644 holding.
  • Smartleaf Asset Management first reported a position in iShares Global Financials ETF in Q3 2025 and has held it in 4 quarters since.
  • Smartleaf Asset Management's iShares Global Financials ETF position peaked at $1.45M in Q4 2025.
  • 128 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.