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

Cascade Financial 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
2025
Q3 		– Sell
-3,000
Closed -$337K – 270
2025
Q2 		$337K Buy
+3,000
New +$305K 0.04% 193

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PCH
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Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPW
Surience Private Wealth Yakima, Washington $114M AUM 35.7% 1-Year Est. Return

Cascade Financial Partners's IXP Position: Q3 2025 in Review

Cascade Financial Partners sold out of iShares Global Comm Services ETF (IXP) in Q3 2025, closing a stake of 3,000 shares — an estimated $337K sold.

Cascade Financial Partners first reported a position in IXP in Q2 2025 and held it in 1 quarter. The position peaked at $337K in Q2 2025. 122 funds tracked by Wall St. Rank hold IXP as of Q3 2025.

  • Cascade Financial Partners reported no remaining iShares Global Comm Services ETF position as of Q3 2025 after selling out during the quarter.
  • Cascade Financial Partners sold 3,000 iShares Global Comm Services ETF shares in Q3 2025, an estimated $337K.
  • Cascade Financial Partners first reported a position in iShares Global Comm Services ETF in Q2 2025 and held it in 1 quarter.
  • Cascade Financial Partners's iShares Global Comm Services ETF position peaked at $337K in Q2 2025.
  • 122 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q3 2025.

Based on Cascade Financial Partners's 13F filing for Q3 2025, filed 21 Oct 2025.