McAdam LLC’s iShares Global Tech ETF IXN Stock Holding History

McAdam LLC’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	-60	Closed	-$2K	–	341
2018 Q3	$2K	Hold	60	–	–	﹤0.01%	522
2018 Q2	$2K	Hold	60	–	–	﹤0.01%	494
2018 Q1	$2K	Buy	+60	New	+$1.62K	﹤0.01%	542

Other funds holding IXN

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

McAdam LLC's IXN Position: Q4 2018 in Review

McAdam LLC sold out of iShares Global Tech ETF (IXN) in Q4 2018, closing a stake of 60 shares — an estimated $2K sold.

McAdam LLC first reported a position in IXN in Q1 2018 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 207 funds tracked by Wall St. Rank hold IXN as of Q4 2018.

McAdam LLC reported no remaining iShares Global Tech ETF position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 60 iShares Global Tech ETF shares in Q4 2018, an estimated $2K.
McAdam LLC first reported a position in iShares Global Tech ETF in Q1 2018 and held it in 3 quarters.
McAdam LLC's iShares Global Tech ETF position peaked at $2K in Q3 2018.
207 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.