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Ballentine Partners’s iShares Global Comm Services ETF IXP Stock Holding History

Ballentine Partners’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
2026
Q2 		$443K Hold
3,927
– – 0.01% 611
2026
Q1 		$451K Buy
+3,927
New +$472K 0.01% 567

Other funds holding IXP

PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Ballentine Partners's IXP Position: Q2 2026 in Review

Ballentine Partners held its iShares Global Comm Services ETF (IXP) position steady in Q2 2026 at 3,927 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #611.

Ballentine Partners first reported a position in IXP in Q1 2026 and has held it in 2 quarters since. The position peaked at $451K in Q1 2026. 114 funds tracked by Wall St. Rank hold IXP as of Q2 2026.

  • Ballentine Partners held 3,927 shares of iShares Global Comm Services ETF worth $443K as of Q2 2026.
  • Ballentine Partners left its iShares Global Comm Services ETF share count unchanged in Q2 2026.
  • iShares Global Comm Services ETF made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #611 holding.
  • Ballentine Partners first reported a position in iShares Global Comm Services ETF in Q1 2026 and has held it in 2 quarters since.
  • Ballentine Partners's iShares Global Comm Services ETF position peaked at $451K in Q1 2026.
  • 114 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.