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Kabarec Financial Advisors’s iShares Global Tech ETF IXN Stock Holding History

Kabarec Financial Advisors’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
2018
Q2 		$8K Hold
306
– – 0.01% 74
2018
Q1 		$8K Hold
306
– – 0.01% 78
2017
Q4 		$8K Buy
+306
New +$7.75K ﹤0.01% 75

Other funds holding IXN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

Kabarec Financial Advisors's IXN Position: Q2 2018 in Review

Kabarec Financial Advisors held its iShares Global Tech ETF (IXN) position steady in Q2 2018 at 306 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #74.

Kabarec Financial Advisors first reported a position in IXN in Q4 2017 and has held it in 3 quarters since. 166 funds tracked by Wall St. Rank hold IXN as of Q2 2018.

  • Kabarec Financial Advisors held 306 shares of iShares Global Tech ETF worth $8K as of Q2 2018.
  • Kabarec Financial Advisors left its iShares Global Tech ETF share count unchanged in Q2 2018.
  • iShares Global Tech ETF made up 0.01% of Kabarec Financial Advisors's portfolio in Q2 2018, its #74 holding.
  • Kabarec Financial Advisors first reported a position in iShares Global Tech ETF in Q4 2017 and has held it in 3 quarters since.
  • 166 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.