Clearstead Advisors
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Clearstead Advisors’s iShares Global Comm Services ETF IXP Stock Holding History

Clearstead Advisors’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
Q1 		– Sell
-6,713
Closed -$649K – 2260
2024
Q4 		$649K Sell
6,713
-967
-13% -$93.1K 0.01% 502
2024
Q3 		$723K Sell
7,680
-4,807
-38% -$427K 0.01% 490
2024
Q2 		$1.11M Buy
+12,487
New +$1.07M 0.02% 370

Other funds holding IXP

PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Destination Wealth Management
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Advisors's IXP Position: Q1 2025 in Review

Clearstead Advisors sold out of iShares Global Comm Services ETF (IXP) in Q1 2025, closing a stake of 6,713 shares — an estimated $649K sold.

Clearstead Advisors first reported a position in IXP in Q2 2024 and held it in 3 quarters. The position peaked at $1.11M in Q2 2024. 103 funds tracked by Wall St. Rank hold IXP as of Q1 2025.

  • Clearstead Advisors reported no remaining iShares Global Comm Services ETF position as of Q1 2025 after selling out during the quarter.
  • Clearstead Advisors sold 6,713 iShares Global Comm Services ETF shares in Q1 2025, an estimated $649K.
  • Clearstead Advisors first reported a position in iShares Global Comm Services ETF in Q2 2024 and held it in 3 quarters.
  • Clearstead Advisors's iShares Global Comm Services ETF position peaked at $1.11M in Q2 2024.
  • 103 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q1 2025.

Based on Clearstead Advisors's 13F filing for Q1 2025, filed 13 May 2025.