MassMutual Private Wealth & Trust’s iShares Global Tech ETF IXN Stock Holding History

MassMutual Private Wealth & Trust’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
2025 Q1	–	Sell	-110	Closed	-$9.32K	–	2422
2024 Q4	$9.32K	Hold	110	–	–	﹤0.01%	1286
2024 Q3	$9.08K	Buy	+110	New	+$8.89K	﹤0.01%	1160
2022 Q3	–	Sell	-47	Closed	-$2K	–	1712
2022 Q2	$2K	Buy	+47	New	+$2.37K	﹤0.01%	1146
2022 Q1	–	Sell	-138	Closed	-$9K	–	1579
2021 Q4	$9K	Sell	138 -676	-83%	-$41.5K	﹤0.01%	749
2021 Q3	$46K	Buy	814 +424	+109%	+$24.8K	﹤0.01%	495
2021 Q2	$22K	Buy	390 +180	+86%	+$9.69K	﹤0.01%	565
2021 Q1	$11K	Sell	210 -2,370	-92%	-$121K	﹤0.01%	591
2020 Q4	$129K	Buy	2,580 +2,130	+473%	+$98.5K	0.01%	367
2020 Q3	$20K	Buy	450 +354	+369%	+$15.1K	﹤0.01%	498
2020 Q2	$4K	Buy	+96	New	+$3.4K	﹤0.01%	623
2020 Q1	–	Sell	-780	Closed	-$27K	–	735
2019 Q4	$27K	Buy	+780	New	+$25.6K	﹤0.01%	496

Other funds holding IXN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

MassMutual Private Wealth & Trust's IXN Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of iShares Global Tech ETF (IXN) in Q1 2025, closing a stake of 110 shares — an estimated $9.32K sold.

MassMutual Private Wealth & Trust first reported a position in IXN in Q4 2019 and held it in 11 quarters. The position peaked at $129K in Q4 2020. 444 funds tracked by Wall St. Rank hold IXN as of Q1 2025.

MassMutual Private Wealth & Trust reported no remaining iShares Global Tech ETF position as of Q1 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 110 iShares Global Tech ETF shares in Q1 2025, an estimated $9.32K.
MassMutual Private Wealth & Trust first reported a position in iShares Global Tech ETF in Q4 2019 and held it in 11 quarters.
MassMutual Private Wealth & Trust's iShares Global Tech ETF position peaked at $129K in Q4 2020.
444 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.