Axa
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Axa’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Axa’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,166,300
Closed -$78.4M – 1240
2019
Q3 		$78.4M Sell
2,166,300
-16,200
-0.7% -$592K 0.31% 78
2019
Q2 		$78.4M Sell
2,182,500
-42,000
-2% -$1.48M 0.31% 82
2019
Q1 		$76.5M Sell
2,224,500
-46,200
-2% -$1.48M 0.3% 87
2018
Q4 		$65M Sell
2,270,700
-23,400
-1% -$724K 0.28% 101
2018
Q3 		$80.1M Sell
2,294,100
-31,200
-1% -$1.06M 0.29% 85
2018
Q2 		$74.8M Sell
2,325,300
-65,400
-3% -$2.06M 0.29% 94
2018
Q1 		$71.5M Sell
2,390,700
-73,200
-3% -$2.22M 0.29% 93
2017
Q4 		$69.3M Hold
2,463,900
– – 0.27% 97
2017
Q3 		$63.8M Hold
2,463,900
– – 0.27% 100
2017
Q2 		$59.4M Sell
2,463,900
-27,000
-1% -$649K 0.27% 98
2017
Q1 		$57.5M Hold
2,490,900
– – 0.26% 109
2016
Q4 		$51.4M Sell
2,490,900
-7,800
-0.3% -$160K 0.24% 121
2016
Q3 		$51.5M Hold
2,498,700
– – 0.23% 135
2016
Q2 		$45.8M Hold
2,498,700
– – 0.2% 145
2016
Q1 		$46.1M Hold
2,498,700
– – 0.21% 145
2015
Q4 		$46.1M Hold
2,498,700
– – 0.2% 149
2015
Q3 		$41.8M Hold
2,498,700
– – 0.17% 158
2015
Q2 		$43.1M Hold
2,498,700
– – 0.17% 159
2015
Q1 		$42.9M Buy
2,498,700
+27,600
+1% +$473K 0.18% 153
2014
Q4 		$42M Buy
2,471,100
+227,400
+10% +$3.75M 0.17% 161
2014
Q3 		$36.6M Hold
2,243,700
– – 0.16% 175
2014
Q2 		$35.6M Buy
2,243,700
+333,000
+17% +$5.07M 0.15% 181
2014
Q1 		$29M Hold
1,910,700
– – 0.13% 197
2013
Q4 		$28.5M Buy
1,910,700
+15,000
+0.8% +$210K 0.13% 194
2013
Q3 		$25.2M Buy
1,895,700
+21,000
+1% +$274K 0.12% 194
2013
Q2 		$23.2M Buy
+1,874,700
New +$23.1M 0.12% 188

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Axa's IGM Position: Q4 2019 in Review

Axa sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2019, closing a stake of 2,166,300 shares — an estimated $78.4M sold.

Axa first reported a position in IGM in Q2 2013 and held it in 26 quarters. The position peaked at $80.1M in Q3 2018. 168 funds tracked by Wall St. Rank hold IGM as of Q4 2019.

  • Axa reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2019 after selling out during the quarter.
  • Axa sold 2,166,300 iShares Expanded Tech Sector ETF shares in Q4 2019, an estimated $78.4M.
  • Axa first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and held it in 26 quarters.
  • Axa's iShares Expanded Tech Sector ETF position peaked at $80.1M in Q3 2018.
  • 168 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2019.

Based on Axa's 13F filing for Q4 2019, filed 18 Feb 2020.