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

World 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
Q1 		– Sell
-3,426
Closed -$414K – 1630
2025
Q4 		$414K Buy
+3,426
New +$399K 0.01% 1016
2022
Q1 		– Sell
-5,056
Closed -$429K – 275
2021
Q4 		$429K Buy
+5,056
New +$409K 0.09% 167
2021
Q3 		– Sell
-2,772
Closed -$215K – 256
2021
Q2 		$215K Buy
+2,772
New +$216K 0.05% 231

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

World Investment Advisors's IXG Position: Q1 2026 in Review

World Investment Advisors sold out of iShares Global Financials ETF (IXG) in Q1 2026, closing a stake of 3,426 shares — an estimated $414K sold.

World Investment Advisors first reported a position in IXG in Q2 2021 and held it in 3 quarters. The position peaked at $429K in Q4 2021. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

  • World Investment Advisors reported no remaining iShares Global Financials ETF position as of Q1 2026 after selling out during the quarter.
  • World Investment Advisors sold 3,426 iShares Global Financials ETF shares in Q1 2026, an estimated $414K.
  • World Investment Advisors first reported a position in iShares Global Financials ETF in Q2 2021 and held it in 3 quarters.
  • World Investment Advisors's iShares Global Financials ETF position peaked at $429K in Q4 2021.
  • 136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.