CVA Family Office’s iShares Global Comm Services ETF IXP Stock Holding History

CVA Family Office’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
2026 Q2	$79K	Hold	700	–	–	0.01%	525
2026 Q1	$80.4K	Hold	700	–	–	0.01%	500
2025 Q4	$84.9K	Hold	700	–	–	0.01%	451
2025 Q3	$86.5K	Hold	700	–	–	0.01%	447
2025 Q2	$78.6K	Hold	700	–	–	0.01%	452
2025 Q1	$67.9K	Hold	700	–	–	0.01%	458
2024 Q4	$67.7K	Hold	700	–	–	0.01%	456
2024 Q3	$65.9K	Sell	700 -1,250	-64%	-$111K	0.01%	451
2024 Q2	$173K	Hold	1,950	–	–	0.03%	260
2024 Q1	$164K	Hold	1,950	–	–	0.03%	279
2023 Q4	$146K	Buy	+1,950	New	+$139K	0.03%	280
2023 Q3	–	Sell	-1,250	Closed	-$85.5K	–	599
2023 Q2	$85.5K	Hold	1,250	–	–	0.02%	337
2023 Q1	$80.1K	Hold	1,250	–	–	0.02%	342
2022 Q4	$68.1K	Buy	+1,250	New	+$67.5K	0.02%	350

Other funds holding IXP

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

CVA Family Office's IXP Position: Q2 2026 in Review

CVA Family Office held its iShares Global Comm Services ETF (IXP) position steady in Q2 2026 at 700 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #525.

CVA Family Office first reported a position in IXP in Q4 2022 and has held it in 14 quarters since. The position peaked at $173K in Q2 2024. 115 funds tracked by Wall St. Rank hold IXP as of Q2 2026.

CVA Family Office held 700 shares of iShares Global Comm Services ETF worth $79K as of Q2 2026.
CVA Family Office left its iShares Global Comm Services ETF share count unchanged in Q2 2026.
iShares Global Comm Services ETF made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #525 holding.
CVA Family Office first reported a position in iShares Global Comm Services ETF in Q4 2022 and has held it in 14 quarters since.
CVA Family Office's iShares Global Comm Services ETF position peaked at $173K in Q2 2024.
115 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.