Kiley Juergens Wealth Management’s iShares Global Comm Services ETF IXP Stock Holding History

Kiley Juergens Wealth 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
2018 Q4	–	Sell	-233	Closed	-$13K	–	352
2018 Q3	$13K	Hold	233	–	–	0.01%	434
2018 Q2	$12K	Buy	+233	New	+$13.2K	0.01%	409
2018 Q1	–	Sell	-233	Closed	-$14K	–	350
2017 Q4	$14K	Buy	+233	New	+$14K	0.01%	414

Other funds holding IXP

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

DWM

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

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

1NWS

1 North Wealth Services Annapolis, Maryland $306M AUM 19.46% 1-Year Est. Return

Kiley Juergens Wealth Management's IXP Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of iShares Global Comm Services ETF (IXP) in Q4 2018, closing a stake of 233 shares — an estimated $13K sold.

Kiley Juergens Wealth Management first reported a position in IXP in Q4 2017 and held it in 3 quarters. The position peaked at $14K in Q4 2017. 82 funds tracked by Wall St. Rank hold IXP as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining iShares Global Comm Services ETF position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 233 iShares Global Comm Services ETF shares in Q4 2018, an estimated $13K.
Kiley Juergens Wealth Management first reported a position in iShares Global Comm Services ETF in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's iShares Global Comm Services ETF position peaked at $14K in Q4 2017.
82 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.