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CFM Wealth Partners’s iShares Global Tech ETF IXN Stock Holding History

CFM Wealth Partners’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
Q3 		– Sell
-2,148
Closed -$84K – 314
2020
Q2 		$84K Hold
2,148
– – 0.03% 220
2020
Q1 		$65K Sell
2,148
-126
-6% -$4.35K 0.03% 238
2019
Q4 		$84K Buy
+2,274
New +$74.6K 0.03% 225

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFM Wealth Partners's IXN Position: Q3 2020 in Review

CFM Wealth Partners sold out of iShares Global Tech ETF (IXN) in Q3 2020, closing a stake of 2,148 shares — an estimated $84K sold.

CFM Wealth Partners first reported a position in IXN in Q4 2019 and held it in 3 quarters. The position peaked at $84K in Q2 2020. 335 funds tracked by Wall St. Rank hold IXN as of Q3 2020.

  • CFM Wealth Partners reported no remaining iShares Global Tech ETF position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 2,148 iShares Global Tech ETF shares in Q3 2020, an estimated $84K.
  • CFM Wealth Partners first reported a position in iShares Global Tech ETF in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's iShares Global Tech ETF position peaked at $84K in Q2 2020.
  • 335 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.