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Wellington-Altus USA’s iShares Global Financials ETF IXG Stock Holding History

Wellington-Altus USA’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 		$16.8K Sell
147
-250
-63% -$30.4K 0.01% 527
2026
Q1 		$49.4K Buy
397
+300
+309% +$35.6K 0.03% 338
2025
Q4 		$11.7K Buy
+97
New +$11.3K 0.01% 564

Other funds holding IXG

Morgan Stanley
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

Wellington-Altus USA's IXG Position: Q2 2026 in Review

Wellington-Altus USA reduced its iShares Global Financials ETF (IXG) stake by 63% in Q2 2026, selling an estimated $30.4K and leaving 147 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #527.

Wellington-Altus USA first reported a position in IXG in Q4 2025 and has held it in 3 quarters since. The position peaked at $49.4K in Q1 2026. 130 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

  • Wellington-Altus USA held 147 shares of iShares Global Financials ETF worth $16.8K as of Q2 2026.
  • Wellington-Altus USA sold 250 iShares Global Financials ETF shares in Q2 2026, an estimated $30.4K.
  • iShares Global Financials ETF made up 0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #527 holding.
  • Wellington-Altus USA first reported a position in iShares Global Financials ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's iShares Global Financials ETF position peaked at $49.4K in Q1 2026.
  • 130 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.