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Geneva Partners’s iShares Global Tech ETF IXN Stock Holding History

Geneva Partners’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
Q1 		– Sell
-5,442
Closed -$350K – 101
2021
Q4 		$350K Sell
5,442
-238
-4% -$14.6K 0.17% 82
2021
Q3 		$322K Buy
+5,680
New +$332K 0.15% 77

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geneva Partners's IXN Position: Q1 2022 in Review

Geneva Partners sold out of iShares Global Tech ETF (IXN) in Q1 2022, closing a stake of 5,442 shares — an estimated $350K sold.

Geneva Partners first reported a position in IXN in Q3 2021 and held it in 2 quarters. The position peaked at $350K in Q4 2021. 447 funds tracked by Wall St. Rank hold IXN as of Q1 2022.

  • Geneva Partners reported no remaining iShares Global Tech ETF position as of Q1 2022 after selling out during the quarter.
  • Geneva Partners sold 5,442 iShares Global Tech ETF shares in Q1 2022, an estimated $350K.
  • Geneva Partners first reported a position in iShares Global Tech ETF in Q3 2021 and held it in 2 quarters.
  • Geneva Partners's iShares Global Tech ETF position peaked at $350K in Q4 2021.
  • 447 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2022.

Based on Geneva Partners's 13F filing for Q1 2022, filed 3 May 2022.