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Braun-Bostich & Associates’s iShares Global Tech ETF IXN Stock Holding History

Braun-Bostich & Associates’s Portfolio IXN Stock Details IXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-678
Closed -$24K – 315
2019
Q4 		$24K Buy
+678
New +$22.2K 0.02% 181
2019
Q3 		– Sell
-1,818
Closed -$54K – 198
2019
Q2 		$54K Sell
1,818
-1,182
-39% -$34.5K 0.06% 187
2019
Q1 		$86K Sell
3,000
-25,938
-90% -$687K 0.09% 169
2018
Q4 		$695K Sell
28,938
-798
-3% -$20.9K 0.74% 36
2018
Q3 		$868K Buy
+29,736
New +$850K 0.84% 31

Other funds holding IXN

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Bank of America
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return