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

BerganKDV 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
2020
Q3 		– Sell
-23
Closed -$1K – 960
2020
Q2 		$1K Hold
23
– – ﹤0.01% 873
2020
Q1 		$1K Hold
23
– – ﹤0.01% 837
2019
Q4 		$1K Hold
23
– – ﹤0.01% 863
2019
Q3 		$1K Sell
23
-37
-62% -$2.14K ﹤0.01% 665
2019
Q2 		$3K Sell
60
-4,471
-99% -$258K ﹤0.01% 636
2019
Q1 		$255K Sell
4,531
-759
-14% -$41.4K 0.05% 184
2018
Q4 		$265K Buy
5,290
+4
+0.1% +$214 0.06% 155
2018
Q3 		$306K Buy
5,286
+115
+2% +$6.47K 0.07% 157
2018
Q2 		$280K Buy
5,171
+351
+7% +$19.9K 0.06% 166
2018
Q1 		$276K Sell
4,820
-208
-4% -$12.3K 0.08% 157
2017
Q4 		$304K Buy
5,028
+669
+15% +$40.1K 0.07% 156
2017
Q3 		$263K Sell
4,359
-2,340
-35% -$140K 0.07% 169
2017
Q2 		$392K Sell
6,699
-1,018
-13% -$60.8K 0.11% 131
2017
Q1 		$459K Sell
7,717
-117
-1% -$6.96K 0.14% 119
2016
Q4 		$460K Sell
7,834
-1,508
-16% -$88.4K 0.15% 118
2016
Q3 		$578K Sell
9,342
-7,451
-44% -$468K 0.2% 105
2016
Q2 		$1.06M Sell
16,793
-15,929
-49% -$989K 0.45% 48
2016
Q1 		$2.04M Buy
+32,722
New +$1.93M 1.22% 16

Other funds holding IXP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BerganKDV Wealth Management's IXP Position: Q3 2020 in Review

BerganKDV Wealth Management sold out of iShares Global Comm Services ETF (IXP) in Q3 2020, closing a stake of 23 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in IXP in Q1 2016 and held it in 18 quarters. The position peaked at $2.04M in Q1 2016. 75 funds tracked by Wall St. Rank hold IXP as of Q3 2020.

  • BerganKDV Wealth Management reported no remaining iShares Global Comm Services ETF position as of Q3 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 23 iShares Global Comm Services ETF shares in Q3 2020, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in iShares Global Comm Services ETF in Q1 2016 and held it in 18 quarters.
  • BerganKDV Wealth Management's iShares Global Comm Services ETF position peaked at $2.04M in Q1 2016.
  • 75 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q3 2020.

Based on BerganKDV Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.