Evoke Wealth’s iShares Global Tech ETF IXN Stock Holding History

Evoke Wealth’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
2022 Q3	–	Sell	-1,620	Closed	-$74K	–	1214
2022 Q2	$74K	Hold	1,620	–	–	﹤0.01%	448
2022 Q1	$94K	Hold	1,620	–	–	﹤0.01%	442
2021 Q4	$104K	Hold	1,620	–	–	﹤0.01%	441
2021 Q3	$91K	Hold	1,620	–	–	﹤0.01%	440
2021 Q2	$91K	Buy	+1,620	New	+$87.2K	﹤0.01%	453

Other funds holding IXN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Evoke Wealth's IXN Position: Q3 2022 in Review

Evoke Wealth sold out of iShares Global Tech ETF (IXN) in Q3 2022, closing a stake of 1,620 shares — an estimated $74K sold.

Evoke Wealth first reported a position in IXN in Q2 2021 and held it in 5 quarters. The position peaked at $104K in Q4 2021. 374 funds tracked by Wall St. Rank hold IXN as of Q3 2022.

Evoke Wealth reported no remaining iShares Global Tech ETF position as of Q3 2022 after selling out during the quarter.
Evoke Wealth sold 1,620 iShares Global Tech ETF shares in Q3 2022, an estimated $74K.
Evoke Wealth first reported a position in iShares Global Tech ETF in Q2 2021 and held it in 5 quarters.
Evoke Wealth's iShares Global Tech ETF position peaked at $104K in Q4 2021.
374 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2022.

Based on Evoke Wealth's 13F filing for Q3 2022, filed 7 Nov 2022.