Tiller Private Wealth’s iShares Global Financials ETF IXG Stock Holding History

Tiller Private Wealth’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	$546K	Sell	4,385 -175	-4%	-$21.3K	0.17%	27
2026 Q1	$520K	Sell	4,560 -40	-0.9%	-$4.75K	0.18%	27
2025 Q4	$556K	Buy	4,600 +125	+3%	+$14.6K	0.2%	26
2025 Q3	$522K	Buy	4,475 +25	+0.6%	+$2.84K	0.19%	27
2025 Q2	$494K	Buy	4,450 +155	+4%	+$16.2K	0.19%	27
2025 Q1	$442K	Buy	4,295 +65	+2%	+$6.6K	0.18%	31
2024 Q4	$406K	Hold	4,230	–	–	0.17%	30
2024 Q3	$400K	Buy	4,230 +245	+6%	+$22K	0.17%	30
2024 Q2	$339K	Buy	+3,985	New	+$341K	0.15%	32

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

Tiller Private Wealth's IXG Position: Q2 2026 in Review

Tiller Private Wealth reduced its iShares Global Financials ETF (IXG) stake by 3.8% in Q2 2026, selling an estimated $21.3K and leaving 4,385 shares worth $546K. The position accounts for 0.17% of the portfolio, ranked #27.

Tiller Private Wealth first reported a position in IXG in Q2 2024 and has held it in 9 quarters since. The position peaked at $556K in Q4 2025. 127 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

Tiller Private Wealth held 4,385 shares of iShares Global Financials ETF worth $546K as of Q2 2026.
Tiller Private Wealth sold 175 iShares Global Financials ETF shares in Q2 2026, an estimated $21.3K.
iShares Global Financials ETF made up 0.17% of Tiller Private Wealth's portfolio in Q2 2026, its #27 holding.
Tiller Private Wealth first reported a position in iShares Global Financials ETF in Q2 2024 and has held it in 9 quarters since.
Tiller Private Wealth's iShares Global Financials ETF position peaked at $556K in Q4 2025.
127 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Tiller Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.