EWM
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Edge Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Edge Wealth Management’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
2020
Q2 		– Sell
-15,000
Closed -$463K – 694
2020
Q1 		$463K Buy
+15,000
New +$518K 0.1% 98

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Edge Wealth Management's IXN Position: Q2 2020 in Review

Edge Wealth Management sold out of iShares Global Tech ETF (IXN) in Q2 2020, closing a stake of 15,000 shares — an estimated $463K sold.

Edge Wealth Management first reported a position in IXN in Q1 2020 and held it in 1 quarter. The position peaked at $463K in Q1 2020. 308 funds tracked by Wall St. Rank hold IXN as of Q2 2020.

  • Edge Wealth Management reported no remaining iShares Global Tech ETF position as of Q2 2020 after selling out during the quarter.
  • Edge Wealth Management sold 15,000 iShares Global Tech ETF shares in Q2 2020, an estimated $463K.
  • Edge Wealth Management first reported a position in iShares Global Tech ETF in Q1 2020 and held it in 1 quarter.
  • Edge Wealth Management's iShares Global Tech ETF position peaked at $463K in Q1 2020.
  • 308 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2020.

Based on Edge Wealth Management's 13F filing for Q2 2020, filed 3 Aug 2020.