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Legacy Financial Advisors’s iShares Global Comm Services ETF IXP Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-236
Closed -$13K – 511
2019
Q1 		$13K Hold
236
– – ﹤0.01% 560
2018
Q4 		$12K Hold
236
– – ﹤0.01% 521
2018
Q3 		$13K Hold
236
– – ﹤0.01% 455
2018
Q2 		$13K Sell
236
-54
-19% -$3.06K ﹤0.01% 458
2018
Q1 		$17K Hold
290
– – 0.01% 389
2017
Q4 		$17K Buy
+290
New +$17.4K 0.01% 393

Other funds holding IXP

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Legacy Financial Advisors's IXP Position: Q2 2019 in Review

Legacy Financial Advisors sold out of iShares Global Comm Services ETF (IXP) in Q2 2019, closing a stake of 236 shares — an estimated $13K sold.

Legacy Financial Advisors first reported a position in IXP in Q4 2017 and held it in 6 quarters. The position peaked at $17K in Q1 2018. 71 funds tracked by Wall St. Rank hold IXP as of Q2 2019.

  • Legacy Financial Advisors reported no remaining iShares Global Comm Services ETF position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 236 iShares Global Comm Services ETF shares in Q2 2019, an estimated $13K.
  • Legacy Financial Advisors first reported a position in iShares Global Comm Services ETF in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's iShares Global Comm Services ETF position peaked at $17K in Q1 2018.
  • 71 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.