1NWS
IXP icon

1 North Wealth Services’s iShares Global Comm Services ETF IXP Stock Holding History

1 North Wealth Services’s Portfolio IXP Stock Details IXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$2.37M Sell
38,517
-57
-0.1% -$3.39K 1.46% 22
2019
Q3 		$2.21M Buy
+38,574
New +$2.23M 1.48% 21
2019
Q1 		$2.26M Buy
40,128
+802
+2% +$43.8K 1.59% 20
2018
Q4 		$1.97M Buy
+39,326
New +$2.11M 1.65% 20

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FDCDDQ
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DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.17B AUM 17.32% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return