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

Evermay 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
2023
Q1 		– Sell
-1,423
Closed -$63.8K – 567
2022
Q4 		$63.8K Buy
+1,423
New +$64.9K 0.01% 275
2022
Q1 		– Sell
-31
Closed -$2K – 554
2021
Q4 		$2K Buy
+31
New +$1.91K ﹤0.01% 475

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Evermay Wealth Management's IXN Position: Q1 2023 in Review

Evermay Wealth Management sold out of iShares Global Tech ETF (IXN) in Q1 2023, closing a stake of 1,423 shares — an estimated $63.8K sold.

Evermay Wealth Management first reported a position in IXN in Q4 2021 and held it in 2 quarters. The position peaked at $63.8K in Q4 2022. 361 funds tracked by Wall St. Rank hold IXN as of Q1 2023.

  • Evermay Wealth Management reported no remaining iShares Global Tech ETF position as of Q1 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 1,423 iShares Global Tech ETF shares in Q1 2023, an estimated $63.8K.
  • Evermay Wealth Management first reported a position in iShares Global Tech ETF in Q4 2021 and held it in 2 quarters.
  • Evermay Wealth Management's iShares Global Tech ETF position peaked at $63.8K in Q4 2022.
  • 361 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2023.

Based on Evermay Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.