FIM
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Fernwood Investment Management’s iShares Global Comm Services ETF IXP Stock Holding History

Fernwood Investment Management’s Portfolio IXP Stock Details IXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-900
Closed -$75.7K – 446
2024
Q1 		$75.7K Buy
+900
New +$72.1K 0.02% 296

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PCH
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Morgan Stanley
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Jane Street
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DWM
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MD
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BlackRock
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Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return