Meristem Family Wealth’s iShares Global Tech ETF IXN Stock Holding History

Meristem Family Wealth’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	$635K	Hold	10,938	–	–	0.07%	164
2021 Q4	$704K	Hold	10,938	–	–	0.06%	176
2021 Q3	$620K	Hold	10,938	–	–	0.06%	193
2021 Q2	$615K	Hold	10,938	–	–	0.1%	150
2021 Q1	$561K	Hold	10,938	–	–	0.11%	119
2020 Q4	$547K	Hold	10,938	–	–	0.12%	111
2020 Q3	$481K	Hold	10,938	–	–	0.12%	104
2020 Q2	$429K	Hold	10,938	–	–	0.12%	111
2020 Q1	$332K	Hold	10,938	–	–	0.1%	127
2019 Q4	$384K	Hold	10,938	–	–	0.09%	126
2019 Q3	$337K	Buy	+10,938	New	+$332K	0.09%	130

Other funds holding IXN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return

Meristem Family Wealth's IXN Position: Q1 2022 in Review

Meristem Family Wealth held its iShares Global Tech ETF (IXN) position steady in Q1 2022 at 10,938 shares worth $635K. The position accounts for 0.07% of the portfolio, ranked #164.

Meristem Family Wealth first reported a position in IXN in Q3 2019 and has held it in 11 quarters since. The position peaked at $704K in Q4 2021. 446 funds tracked by Wall St. Rank hold IXN as of Q1 2022.

Meristem Family Wealth held 10,938 shares of iShares Global Tech ETF worth $635K as of Q1 2022.
Meristem Family Wealth left its iShares Global Tech ETF share count unchanged in Q1 2022.
iShares Global Tech ETF made up 0.07% of Meristem Family Wealth's portfolio in Q1 2022, its #164 holding.
Meristem Family Wealth first reported a position in iShares Global Tech ETF in Q3 2019 and has held it in 11 quarters since.
Meristem Family Wealth's iShares Global Tech ETF position peaked at $704K in Q4 2021.
446 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.