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Exencial Wealth Advisors’s iShares Global Tech ETF IXN Stock Holding History

Exencial Wealth Advisors’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
2026
Q1 		$610K Buy
+6,104
New +$645K 0.02% 366

Other funds holding IXN

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Exencial Wealth Advisors's IXN Position: Q1 2026 in Review

Exencial Wealth Advisors opened a new position in iShares Global Tech ETF (IXN) in Q1 2026: 6,104 shares worth $610K. The stake represents 0.02% of the portfolio and ranks #366 among its holdings.

495 funds tracked by Wall St. Rank hold IXN as of Q1 2026.

  • Exencial Wealth Advisors held 6,104 shares of iShares Global Tech ETF worth $610K as of Q1 2026.
  • iShares Global Tech ETF was a new Exencial Wealth Advisors position in Q1 2026.
  • iShares Global Tech ETF made up 0.02% of Exencial Wealth Advisors's portfolio in Q1 2026, its #366 holding.
  • 495 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.