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Snowden Capital Advisors’s iShares Global Financials ETF IXG Stock Holding History

Snowden Capital 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 		$1.07M Sell
9,418
-231
-2% -$27.4K 0.03% 510
2025
Q4 		$1.17M Sell
9,649
-149
-2% -$17.4K 0.03% 482
2025
Q3 		$1.14M Sell
9,798
-3
-0% -$341 0.03% 482
2025
Q2 		$1.09M Buy
9,801
+1,080
+12% +$113K 0.03% 492
2025
Q1 		$898K Sell
8,721
-70
-0.8% -$7.11K 0.03% 542
2024
Q4 		$844K Buy
8,791
+13
+0.1% +$1.27K 0.03% 560
2024
Q3 		$830K Buy
8,778
+127
+1% +$11.4K 0.02% 573
2024
Q2 		$736K Sell
8,651
-724
-8% -$61.9K 0.02% 609
2024
Q1 		$812K Buy
9,375
+731
+8% +$59.4K 0.03% 561
2023
Q4 		$679K Sell
8,644
-490
-5% -$35.8K 0.03% 564
2023
Q3 		$643K Sell
9,134
-526
-5% -$38.1K 0.03% 538
2023
Q2 		$691K Sell
9,660
-16
-0.2% -$1.12K 0.02% 584
2023
Q1 		$668K Sell
9,676
-1,562
-14% -$114K 0.03% 599
2022
Q4 		$790K Sell
11,238
-9,605
-46% -$656K 0.03% 513
2022
Q3 		$1.28M Sell
20,843
-1,149
-5% -$77K 0.06% 363
2022
Q2 		$1.45M Sell
21,992
-5,828
-21% -$421K 0.06% 325
2022
Q1 		$2.21M Sell
27,820
-2,281
-8% -$184K 0.09% 256
2021
Q4 		$2.41M Sell
30,101
-5,183
-15% -$420K 0.12% 209
2021
Q3 		$2.77M Buy
35,284
+5,682
+19% +$445K 0.14% 208
2021
Q2 		$2.3M Buy
+29,602
New +$2.31M 0.12% 243

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

Snowden Capital Advisors's IXG Position: Q1 2026 in Review

Snowden Capital Advisors reduced its iShares Global Financials ETF (IXG) stake by 2.4% in Q1 2026, selling an estimated $27.4K and leaving 9,418 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #510.

Snowden Capital Advisors first reported a position in IXG in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.77M in Q3 2021. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

  • Snowden Capital Advisors held 9,418 shares of iShares Global Financials ETF worth $1.07M as of Q1 2026.
  • Snowden Capital Advisors sold 231 iShares Global Financials ETF shares in Q1 2026, an estimated $27.4K.
  • iShares Global Financials ETF made up 0.03% of Snowden Capital Advisors's portfolio in Q1 2026, its #510 holding.
  • Snowden Capital Advisors first reported a position in iShares Global Financials ETF in Q2 2021 and has held it in 20 quarters since.
  • Snowden Capital Advisors's iShares Global Financials ETF position peaked at $2.77M in Q3 2021.
  • 136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.