High Net Worth Advisory Group’s iShares Global Comm Services ETF IXP Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-158	Closed	-$8.61K	–	390
2022 Q4	$8.61K	Hold	158	–	–	﹤0.01%	515
2022 Q3	$8K	Hold	158	–	–	﹤0.01%	557
2022 Q2	$10K	Hold	158	–	–	﹤0.01%	528
2022 Q1	$12K	Hold	158	–	–	﹤0.01%	511
2021 Q4	$13K	Buy	+158	New	+$13.3K	﹤0.01%	514

Other funds holding IXP

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

PCH

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

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

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

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

High Net Worth Advisory Group's IXP Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of iShares Global Comm Services ETF (IXP) in Q1 2023, closing a stake of 158 shares — an estimated $8.61K sold.

High Net Worth Advisory Group first reported a position in IXP in Q4 2021 and held it in 5 quarters. The position peaked at $13K in Q4 2021. 78 funds tracked by Wall St. Rank hold IXP as of Q1 2023.

High Net Worth Advisory Group reported no remaining iShares Global Comm Services ETF position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 158 iShares Global Comm Services ETF shares in Q1 2023, an estimated $8.61K.
High Net Worth Advisory Group first reported a position in iShares Global Comm Services ETF in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's iShares Global Comm Services ETF position peaked at $13K in Q4 2021.
78 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.