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TCFG Investment Advisors’s iShares Global Financials ETF IXG Stock Holding History

TCFG Investment 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
Q2 		– Sell
-2,777
Closed -$317K – 306
2026
Q1 		$317K Buy
+2,777
New +$330K 0.12% 181

Other funds holding IXG

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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

TCFG Investment Advisors's IXG Position: Q2 2026 in Review

TCFG Investment Advisors sold out of iShares Global Financials ETF (IXG) in Q2 2026, closing a stake of 2,777 shares — an estimated $317K sold.

TCFG Investment Advisors first reported a position in IXG in Q1 2026 and held it in 1 quarter. The position peaked at $317K in Q1 2026. 127 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

  • TCFG Investment Advisors reported no remaining iShares Global Financials ETF position as of Q2 2026 after selling out during the quarter.
  • TCFG Investment Advisors sold 2,777 iShares Global Financials ETF shares in Q2 2026, an estimated $317K.
  • TCFG Investment Advisors first reported a position in iShares Global Financials ETF in Q1 2026 and held it in 1 quarter.
  • TCFG Investment Advisors's iShares Global Financials ETF position peaked at $317K in Q1 2026.
  • 127 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.