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CA Family Wealth’s iShares Global Tech ETF IXN Stock Holding History

CA Family Wealth’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 		$212K Sell
6,978
-1,866
-21% -$64.5K 0.22% 34
2019
Q4 		$310K Buy
+8,844
New +$290K 0.21% 61

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

CA Family Wealth's IXN Position: Q1 2020 in Review

CA Family Wealth reduced its iShares Global Tech ETF (IXN) stake by 21% in Q1 2020, selling an estimated $64.5K and leaving 6,978 shares worth $212K. The position accounts for 0.22% of the portfolio, ranked #34.

CA Family Wealth first reported a position in IXN in Q4 2019 and has held it in 2 quarters since. The position peaked at $310K in Q4 2019. 293 funds tracked by Wall St. Rank hold IXN as of Q1 2020.

  • CA Family Wealth held 6,978 shares of iShares Global Tech ETF worth $212K as of Q1 2020.
  • CA Family Wealth sold 1,866 iShares Global Tech ETF shares in Q1 2020, an estimated $64.5K.
  • iShares Global Tech ETF made up 0.22% of CA Family Wealth's portfolio in Q1 2020, its #34 holding.
  • CA Family Wealth first reported a position in iShares Global Tech ETF in Q4 2019 and has held it in 2 quarters since.
  • CA Family Wealth's iShares Global Tech ETF position peaked at $310K in Q4 2019.
  • 293 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.