McDonald Partners’s iShares Global Tech ETF IXN Stock Holding History

McDonald Partners’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
2022 Q1	–	Sell	-1,726	Closed	-$111K	–	507
2021 Q4	$111K	Buy	+1,726	New	+$106K	0.1%	87

Other funds holding IXN

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

McDonald Partners's IXN Position: Q1 2022 in Review

McDonald Partners sold out of iShares Global Tech ETF (IXN) in Q1 2022, closing a stake of 1,726 shares — an estimated $111K sold.

McDonald Partners first reported a position in IXN in Q4 2021 and held it in 1 quarter. The position peaked at $111K in Q4 2021. 447 funds tracked by Wall St. Rank hold IXN as of Q1 2022.

McDonald Partners reported no remaining iShares Global Tech ETF position as of Q1 2022 after selling out during the quarter.
McDonald Partners sold 1,726 iShares Global Tech ETF shares in Q1 2022, an estimated $111K.
McDonald Partners first reported a position in iShares Global Tech ETF in Q4 2021 and held it in 1 quarter.
McDonald Partners's iShares Global Tech ETF position peaked at $111K in Q4 2021.
447 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.