UW
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
Q1 		$399K Buy
+3,503
New +$416K 0.06% 139

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

Unique Wealth's IXG Position: Q1 2026 in Review

Unique Wealth opened a new position in iShares Global Financials ETF (IXG) in Q1 2026: 3,503 shares worth $399K. The stake represents 0.06% of the portfolio and ranks #139 among its holdings.

136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

  • Unique Wealth held 3,503 shares of iShares Global Financials ETF worth $399K as of Q1 2026.
  • iShares Global Financials ETF was a new Unique Wealth position in Q1 2026.
  • iShares Global Financials ETF made up 0.06% of Unique Wealth's portfolio in Q1 2026, its #139 holding.
  • 136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on Unique Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.