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 Newark, New Jersey $91.8B AUM 38.24% 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

PAG

Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

LWM

Laidlaw Wealth Management New York City, New York $35.1M AUM 38.91% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Kore Private Wealth's IXP Position: Q3 2022 in Review

Kore Private Wealth opened a new position in iShares Global Comm Services ETF (IXP) in Q3 2022: 11,421 shares worth $599K. The stake represents 0.11% of the portfolio and ranks #117 among its holdings. This is a return to the name: Kore Private Wealth previously reported a position in IXP as recently as Q3 2021.

Kore Private Wealth first reported a position in IXP in Q1 2020 and has held it in 8 quarters since. The position peaked at $1.76M in Q3 2021. 80 funds tracked by Wall St. Rank hold IXP as of Q3 2022.

Kore Private Wealth held 11,421 shares of iShares Global Comm Services ETF worth $599K as of Q3 2022.
iShares Global Comm Services ETF was a new Kore Private Wealth position in Q3 2022.
iShares Global Comm Services ETF made up 0.11% of Kore Private Wealth's portfolio in Q3 2022, its #117 holding.
Kore Private Wealth first reported a position in iShares Global Comm Services ETF in Q1 2020 and has held it in 8 quarters since.
Kore Private Wealth's iShares Global Comm Services ETF position peaked at $1.76M in Q3 2021.
80 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.