GT
IXP icon

Greenleaf Trust’s iShares Global Comm Services ETF IXP Stock Holding History

Greenleaf Trust’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
2018
Q4 		– Sell
-10,094
Closed -$584K – 521
2018
Q3 		$584K Hold
10,094
– – 0.01% 255
2018
Q2 		$546K Sell
10,094
-15,961
-61% -$903K 0.01% 253
2018
Q1 		$1.49M Sell
26,055
-5,229
-17% -$309K 0.03% 113
2017
Q4 		$1.89M Buy
31,284
+1,836
+6% +$110K 0.04% 103
2017
Q3 		$1.78M Buy
29,448
+8,410
+40% +$503K 0.04% 102
2017
Q2 		$1.23M Buy
+21,038
New +$1.26M 0.03% 116

Other funds holding IXP

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
1NWS
1 North Wealth Services Annapolis, Maryland $277M AUM 15.28% 1-Year Est. Return