AWM
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Accurate Wealth Management’s iShares Global Comm Services ETF IXP Stock Holding History

Accurate Wealth Management’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
2023
Q1 		– Sell
-10
Closed -$580 – 835
2022
Q4 		$580 Buy
+10
New +$540 ﹤0.01% 1466

Other funds holding IXP

PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Accurate Wealth Management's IXP Position: Q1 2023 in Review

Accurate Wealth Management sold out of iShares Global Comm Services ETF (IXP) in Q1 2023, closing a stake of 10 shares — an estimated $580 sold.

Accurate Wealth Management first reported a position in IXP in Q4 2022 and held it in 1 quarter. The position peaked at $580 in Q4 2022. 78 funds tracked by Wall St. Rank hold IXP as of Q1 2023.

  • Accurate Wealth Management reported no remaining iShares Global Comm Services ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 10 iShares Global Comm Services ETF shares in Q1 2023, an estimated $580.
  • Accurate Wealth Management first reported a position in iShares Global Comm Services ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's iShares Global Comm Services ETF position peaked at $580 in Q4 2022.
  • 78 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.