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Financial & Tax Architects’s iShares Global Tech ETF IXN Stock Holding History

Financial & Tax Architects’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
-7,195
Closed -$408K – 99
2021
Q3 		$408K Buy
+7,195
New +$421K 0.19% 79

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $68.3B AUM 20.5% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Financial & Tax Architects's IXN Position: Q4 2021 in Review

Financial & Tax Architects sold out of iShares Global Tech ETF (IXN) in Q4 2021, closing a stake of 7,195 shares — an estimated $408K sold.

Financial & Tax Architects first reported a position in IXN in Q3 2021 and held it in 1 quarter. The position peaked at $408K in Q3 2021. 457 funds tracked by Wall St. Rank hold IXN as of Q4 2021.

  • Financial & Tax Architects reported no remaining iShares Global Tech ETF position as of Q4 2021 after selling out during the quarter.
  • Financial & Tax Architects sold 7,195 iShares Global Tech ETF shares in Q4 2021, an estimated $408K.
  • Financial & Tax Architects first reported a position in iShares Global Tech ETF in Q3 2021 and held it in 1 quarter.
  • Financial & Tax Architects's iShares Global Tech ETF position peaked at $408K in Q3 2021.
  • 457 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2021.

Based on Financial & Tax Architects's 13F filing for Q4 2021, filed 25 Aug 2023.