CMP
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Coston McIsaac & Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Coston McIsaac & Partners’s Portfolio IGV Stock Details IGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-40
Closed -$2K – 799
2023
Q1 		$2K Buy
+40
New +$2.24K ﹤0.01% 696

Other funds holding IGV

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Coston McIsaac & Partners's IGV Position: Q2 2023 in Review

Coston McIsaac & Partners sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2023, closing a stake of 40 shares — an estimated $2K sold.

Coston McIsaac & Partners first reported a position in IGV in Q1 2023 and held it in 1 quarter. The position peaked at $2K in Q1 2023. 412 funds tracked by Wall St. Rank hold IGV as of Q2 2023.

  • Coston McIsaac & Partners reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2023 after selling out during the quarter.
  • Coston McIsaac & Partners sold 40 iShares Expanded Tech-Software Sector ETF shares in Q2 2023, an estimated $2K.
  • Coston McIsaac & Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2023 and held it in 1 quarter.
  • Coston McIsaac & Partners's iShares Expanded Tech-Software Sector ETF position peaked at $2K in Q1 2023.
  • 412 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2023.

Based on Coston McIsaac & Partners's 13F filing for Q2 2023, filed 1 Aug 2023.