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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PAMS

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

Crewe Advisors's IXN Position: Q3 2022 in Review

Crewe Advisors sold out of iShares Global Tech ETF (IXN) in Q3 2022, closing a stake of 180 shares — an estimated $8K sold.

Crewe Advisors first reported a position in IXN in Q2 2020 and held it in 9 quarters. The position peaked at $12K in Q4 2021. 374 funds tracked by Wall St. Rank hold IXN as of Q3 2022.

Crewe Advisors reported no remaining iShares Global Tech ETF position as of Q3 2022 after selling out during the quarter.
Crewe Advisors sold 180 iShares Global Tech ETF shares in Q3 2022, an estimated $8K.
Crewe Advisors first reported a position in iShares Global Tech ETF in Q2 2020 and held it in 9 quarters.
Crewe Advisors's iShares Global Tech ETF position peaked at $12K in Q4 2021.
374 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2022.

Based on Crewe Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.