MW
IXN icon

Milestone Wealth’s iShares Global Tech ETF IXN Stock Holding History

Milestone 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
Q3 		$3K Sell
67
-5
-7% -$243 ﹤0.01% 220
2022
Q2 		$3K Hold
72
– – ﹤0.01% 217
2022
Q1 		$5K Hold
72
– – ﹤0.01% 235
2021
Q4 		$5K Buy
+72
New +$4.42K ﹤0.01% 235

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Milestone Wealth's IXN Position: Q3 2022 in Review

Milestone Wealth reduced its iShares Global Tech ETF (IXN) stake by 6.9% in Q3 2022, selling an estimated $243 and leaving 67 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

Milestone Wealth first reported a position in IXN in Q4 2021 and has held it in 4 quarters since. The position peaked at $5K in Q1 2022. 374 funds tracked by Wall St. Rank hold IXN as of Q3 2022.

  • Milestone Wealth held 67 shares of iShares Global Tech ETF worth $3K as of Q3 2022.
  • Milestone Wealth sold 5 iShares Global Tech ETF shares in Q3 2022, an estimated $243.
  • iShares Global Tech ETF made up ﹤0.01% of Milestone Wealth's portfolio in Q3 2022, its #220 holding.
  • Milestone Wealth first reported a position in iShares Global Tech ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's iShares Global Tech ETF position peaked at $5K in Q1 2022.
  • 374 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.