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Evanson Asset Management’s iShares Global Tech ETF IXN Stock Holding History

Evanson Asset 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
2021
Q4 		– Sell
-780
Closed -$264K – 291
2021
Q3 		$264K Buy
+780
New +$45.7K 0.03% 237

Other funds holding IXN

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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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Evanson Asset Management's IXN Position: Q4 2021 in Review

Evanson Asset Management sold out of iShares Global Tech ETF (IXN) in Q4 2021, closing a stake of 780 shares — an estimated $264K sold.

Evanson Asset Management first reported a position in IXN in Q3 2021 and held it in 1 quarter. The position peaked at $264K in Q3 2021. 456 funds tracked by Wall St. Rank hold IXN as of Q4 2021.

  • Evanson Asset Management reported no remaining iShares Global Tech ETF position as of Q4 2021 after selling out during the quarter.
  • Evanson Asset Management sold 780 iShares Global Tech ETF shares in Q4 2021, an estimated $264K.
  • Evanson Asset Management first reported a position in iShares Global Tech ETF in Q3 2021 and held it in 1 quarter.
  • Evanson Asset Management's iShares Global Tech ETF position peaked at $264K in Q3 2021.
  • 456 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2021.

Based on Evanson Asset Management's 13F filing for Q4 2021, filed 19 Jan 2022.