Strategic Financial Concepts’s iShares Global Financials ETF IXG Stock Holding History

Strategic Financial Concepts’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	$261K	Hold	2,100	–	–	0.08%	198
2026 Q1	$239K	Buy	+2,100	New	+$249K	0.06%	255
2025 Q4	–	Sell	-2,200	Closed	-$257K	–	206
2025 Q3	$257K	Hold	2,200	–	–	0.04%	222
2025 Q2	$244K	Hold	2,200	–	–	0.03%	233
2025 Q1	$227K	Buy	+2,200	New	+$223K	0.04%	293
2024 Q3	–	Sell	-21	Closed	-$1.8K	–	477
2024 Q2	$1.8K	Buy	+21	New	+$1.8K	﹤0.01%	565

Other funds holding IXG

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Strategic Financial Concepts's IXG Position: Q2 2026 in Review

Strategic Financial Concepts held its iShares Global Financials ETF (IXG) position steady in Q2 2026 at 2,100 shares worth $261K. The position accounts for 0.08% of the portfolio, ranked #198.

Strategic Financial Concepts first reported a position in IXG in Q2 2024 and has held it in 6 quarters since. 128 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

Strategic Financial Concepts held 2,100 shares of iShares Global Financials ETF worth $261K as of Q2 2026.
Strategic Financial Concepts left its iShares Global Financials ETF share count unchanged in Q2 2026.
iShares Global Financials ETF made up 0.08% of Strategic Financial Concepts's portfolio in Q2 2026, its #198 holding.
Strategic Financial Concepts first reported a position in iShares Global Financials ETF in Q2 2024 and has held it in 6 quarters since.
128 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.