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Eudaimonia Partners’s iShares Global Tech ETF IXN Stock Holding History

Eudaimonia Partners’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
2021
Q2 		– Sell
-174
Closed -$9K – 874
2021
Q1 		$9K Buy
+174
New +$8.91K ﹤0.01% 1190
2020
Q4 		– Sell
-942
Closed -$41K – 894
2020
Q3 		$41K Sell
942
-96
-9% -$4.08K 0.01% 602
2020
Q2 		$41K Sell
1,038
-534
-34% -$18.9K 0.02% 547
2020
Q1 		$48K Sell
1,572
-1,812
-54% -$62.6K 0.02% 470
2019
Q4 		$119K Buy
+3,384
New +$111K 0.05% 321

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Eudaimonia Partners's IXN Position: Q2 2021 in Review

Eudaimonia Partners sold out of iShares Global Tech ETF (IXN) in Q2 2021, closing a stake of 174 shares — an estimated $9K sold.

Eudaimonia Partners first reported a position in IXN in Q4 2019 and held it in 5 quarters. The position peaked at $119K in Q4 2019. 366 funds tracked by Wall St. Rank hold IXN as of Q2 2021.

  • Eudaimonia Partners reported no remaining iShares Global Tech ETF position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 174 iShares Global Tech ETF shares in Q2 2021, an estimated $9K.
  • Eudaimonia Partners first reported a position in iShares Global Tech ETF in Q4 2019 and held it in 5 quarters.
  • Eudaimonia Partners's iShares Global Tech ETF position peaked at $119K in Q4 2019.
  • 366 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.