Stifel Financial
IXG icon

Stifel Financial’s iShares Global Financials ETF IXG Stock Holding History

Stifel Financial’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 		$330K Sell
2,899
-294
-9% -$34.9K ﹤0.01% 3118
2025
Q4 		$386K Buy
3,193
+876
+38% +$102K ﹤0.01% 2999
2025
Q3 		$270K Buy
2,317
+440
+23% +$50K ﹤0.01% 3178
2025
Q2 		$208K Buy
+1,877
New +$197K ﹤0.01% 3247
2023
Q1 		– Sell
-3,954
Closed -$278K – 3378
2022
Q4 		$278K Sell
3,954
-9,623
-71% -$657K ﹤0.01% 2804
2022
Q3 		$832K Sell
13,577
-1,091
-7% -$73.1K ﹤0.01% 2101
2022
Q2 		$964K Sell
14,668
-4,723
-24% -$341K ﹤0.01% 2021
2022
Q1 		$1.54M Sell
19,391
-73,462
-79% -$5.94M ﹤0.01% 1824
2021
Q4 		$7.43M Sell
92,853
-23,100
-20% -$1.87M 0.01% 876
2021
Q3 		$9.1M Buy
115,953
+5,130
+5% +$402K 0.01% 750
2021
Q2 		$8.6M Buy
+110,823
New +$8.64M 0.01% 764
2019
Q1 		– Sell
-7,196
Closed -$409K – 2818
2018
Q4 		$409K Sell
7,196
-9,165
-56% -$564K ﹤0.01% 2049
2018
Q3 		$1.08M Sell
16,361
-315
-2% -$20.8K ﹤0.01% 1619
2018
Q2 		$1.07M Sell
16,676
-370
-2% -$25.3K ﹤0.01% 1569
2018
Q1 		$1.17M Buy
17,046
+4,477
+36% +$322K ﹤0.01% 1463
2017
Q4 		$865K Buy
12,569
+836
+7% +$57.1K ﹤0.01% 1604
2017
Q3 		$776K Buy
11,733
+166
+1% +$10.8K ﹤0.01% 1632
2017
Q2 		$731K Buy
11,567
+408
+4% +$25.1K ﹤0.01% 1644
2017
Q1 		$676K Buy
+11,159
New +$673K ﹤0.01% 1650

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

Stifel Financial's IXG Position: Q1 2026 in Review

Stifel Financial reduced its iShares Global Financials ETF (IXG) stake by 9.2% in Q1 2026, selling an estimated $34.9K and leaving 2,899 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #3118.

Stifel Financial first reported a position in IXG in Q1 2017 and has held it in 19 quarters since. The position peaked at $9.1M in Q3 2021. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

  • Stifel Financial held 2,899 shares of iShares Global Financials ETF worth $330K as of Q1 2026.
  • Stifel Financial sold 294 iShares Global Financials ETF shares in Q1 2026, an estimated $34.9K.
  • iShares Global Financials ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3118 holding.
  • Stifel Financial first reported a position in iShares Global Financials ETF in Q1 2017 and has held it in 19 quarters since.
  • Stifel Financial's iShares Global Financials ETF position peaked at $9.1M in Q3 2021.
  • 136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.