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Kore Private Wealth’s iShares Global Comm Services ETF IXP Stock Holding History

Kore Private Wealth’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
2022
Q3 		$599K Buy
+11,421
New +$688K 0.11% 117
2021
Q4 		– Sell
-20,852
Closed -$1.76M – 393
2021
Q3 		$1.76M Buy
20,852
+5,344
+34% +$467K 0.19% 95
2021
Q2 		$1.34M Buy
15,508
+432
+3% +$36.6K 0.15% 113
2021
Q1 		$1.21M Buy
15,076
+233
+2% +$18.4K 0.16% 103
2020
Q4 		$1.1M Sell
14,843
-952
-6% -$67.7K 0.17% 90
2020
Q3 		$1.04M Hold
15,795
– – 0.2% 82
2020
Q2 		$973K Sell
15,795
-2,517
-14% -$147K 0.2% 83
2020
Q1 		$950K Buy
+18,312
New +$1.09M 0.23% 77

Other funds holding IXP

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LWM
Laidlaw Wealth Management New York City, New York $28.8M AUM 37.7% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return