GeoWealth Management’s iShares Global Comm Services ETF IXP Stock Holding History

GeoWealth 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
2026 Q1	–	Sell	-893	Closed	-$108K	–	883
2025 Q4	$108K	Sell	893 -27,284	-97%	-$3.33M	﹤0.01%	712
2025 Q3	$3.48M	Buy	28,177 +12,722	+82%	+$1.49M	0.13%	108
2025 Q2	$1.74M	Buy	+15,455	New	+$1.57M	0.07%	171
2025 Q1	–	Sell	-3,192	Closed	-$309K	–	1450
2024 Q4	$309K	Sell	3,192 -71	-2%	-$6.84K	0.01%	615
2024 Q3	$307K	Sell	3,263 -8,729	-73%	-$776K	0.01%	598
2024 Q2	$1.06M	Buy	+11,992	New	+$1.03M	0.05%	254

Other funds holding IXP

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GeoWealth Management's IXP Position: Q1 2026 in Review

GeoWealth Management sold out of iShares Global Comm Services ETF (IXP) in Q1 2026, closing a stake of 893 shares — an estimated $108K sold.

GeoWealth Management first reported a position in IXP in Q2 2024 and held it in 6 quarters. The position peaked at $3.48M in Q3 2025. 117 funds tracked by Wall St. Rank hold IXP as of Q1 2026.

GeoWealth Management reported no remaining iShares Global Comm Services ETF position as of Q1 2026 after selling out during the quarter.
GeoWealth Management sold 893 iShares Global Comm Services ETF shares in Q1 2026, an estimated $108K.
GeoWealth Management first reported a position in iShares Global Comm Services ETF in Q2 2024 and held it in 6 quarters.
GeoWealth Management's iShares Global Comm Services ETF position peaked at $3.48M in Q3 2025.
117 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.