Unique Wealth
IXG icon

Unique Wealth’s iShares Global Financials ETF IXG Stock Holding History

Unique 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
Q3 		$456K Buy
3,587
+212
+6% +$28K 0.05% 155
2026
Q2 		$420K Sell
3,375
-128
-4% -$15.6K 0.05% 150
2026
Q1 		$399K Buy
+3,503
New +$416K 0.06% 139

Other funds holding IXG

Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
MCM
MontVue Capital Management Lynchburg, Virginia $171M AUM 16.62% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $441M AUM 23.97% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Unique Wealth's IXG Position: Q3 2026 in Review

Unique Wealth increased its iShares Global Financials ETF (IXG) stake by 6.3% in Q3 2026, buying an estimated $28K and bringing the position to 3,587 shares worth $456K. The position accounts for 0.05% of the portfolio, ranked #155.

Unique Wealth first reported a position in IXG in Q1 2026 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold IXG as of Q3 2026.

  • Unique Wealth held 3,587 shares of iShares Global Financials ETF worth $456K as of Q3 2026.
  • Unique Wealth bought 212 iShares Global Financials ETF shares in Q3 2026, an estimated $28K.
  • iShares Global Financials ETF made up 0.05% of Unique Wealth's portfolio in Q3 2026, its #155 holding.
  • Unique Wealth first reported a position in iShares Global Financials ETF in Q1 2026 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.