MWM
IXN icon

Mascoma Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Mascoma Wealth Management’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
Q4 		– Sell
-900
Closed -$26K – 387
2018
Q3 		$26K Buy
+900
New +$25.7K 0.02% 214

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mascoma Wealth Management's IXN Position: Q4 2018 in Review

Mascoma Wealth Management sold out of iShares Global Tech ETF (IXN) in Q4 2018, closing a stake of 900 shares — an estimated $26K sold.

Mascoma Wealth Management first reported a position in IXN in Q3 2018 and held it in 1 quarter. The position peaked at $26K in Q3 2018. 207 funds tracked by Wall St. Rank hold IXN as of Q4 2018.

  • Mascoma Wealth Management reported no remaining iShares Global Tech ETF position as of Q4 2018 after selling out during the quarter.
  • Mascoma Wealth Management sold 900 iShares Global Tech ETF shares in Q4 2018, an estimated $26K.
  • Mascoma Wealth Management first reported a position in iShares Global Tech ETF in Q3 2018 and held it in 1 quarter.
  • Mascoma Wealth Management's iShares Global Tech ETF position peaked at $26K in Q3 2018.
  • 207 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2018.

Based on Mascoma Wealth Management's 13F filing for Q4 2018, filed 28 Jan 2019.