Crewe Advisors’s iShares Global Tech ETF IXN Stock Holding History

Crewe Advisors’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
2022 Q3	–	Sell	-180	Closed	-$8K	–	1265
2022 Q2	$8K	Hold	180	–	–	﹤0.01%	660
2022 Q1	$10K	Hold	180	–	–	﹤0.01%	355
2021 Q4	$12K	Hold	180	–	–	﹤0.01%	309
2021 Q3	$10K	Hold	180	–	–	﹤0.01%	264
2021 Q2	$10K	Hold	180	–	–	﹤0.01%	279
2021 Q1	$9K	Hold	180	–	–	﹤0.01%	300
2020 Q4	$9K	Hold	180	–	–	﹤0.01%	277
2020 Q3	$8K	Hold	180	–	–	﹤0.01%	279
2020 Q2	$7K	Buy	+180	New	+$6.37K	﹤0.01%	174

Other funds holding IXN

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return