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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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Braun-Bostich & Associates's IXN Position: Q1 2020 in Review

Braun-Bostich & Associates sold out of iShares Global Tech ETF (IXN) in Q1 2020, closing a stake of 678 shares — an estimated $24K sold.

Braun-Bostich & Associates first reported a position in IXN in Q3 2018 and held it in 5 quarters. The position peaked at $868K in Q3 2018. 292 funds tracked by Wall St. Rank hold IXN as of Q1 2020.

  • Braun-Bostich & Associates reported no remaining iShares Global Tech ETF position as of Q1 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 678 iShares Global Tech ETF shares in Q1 2020, an estimated $24K.
  • Braun-Bostich & Associates first reported a position in iShares Global Tech ETF in Q3 2018 and held it in 5 quarters.
  • Braun-Bostich & Associates's iShares Global Tech ETF position peaked at $868K in Q3 2018.
  • 292 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2020.

Based on Braun-Bostich & Associates's 13F filing for Q1 2020, filed 11 May 2020.