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MMBG Investment Advisors’s iShares Global Tech ETF IXN Stock Holding History

MMBG Investment Advisors’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
2024
Q4 		– Sell
-10,684
Closed -$882K – 168
2024
Q3 		$882K Hold
10,684
– – 0.09% 93
2024
Q2 		$885K Hold
10,684
– – 0.09% 90
2024
Q1 		$799K Hold
10,684
– – 0.08% 99
2023
Q4 		$728K Hold
10,684
– – 0.09% 100
2023
Q3 		$618K Hold
10,684
– – 0.08% 103
2023
Q2 		$654K Hold
10,684
– – 0.08% 103
2023
Q1 		$581K Hold
10,684
– – 0.07% 108
2022
Q4 		$479K Hold
10,684
– – 0.06% 121
2022
Q3 		$451K Hold
10,684
– – 0.06% 122
2022
Q2 		$488K Hold
10,684
– – 0.06% 115
2022
Q1 		$620K Hold
10,684
– – 0.06% 109
2021
Q4 		$688K Buy
+10,684
New +$656K 0.07% 113

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMBG Investment Advisors's IXN Position: Q4 2024 in Review

MMBG Investment Advisors sold out of iShares Global Tech ETF (IXN) in Q4 2024, closing a stake of 10,684 shares — an estimated $882K sold.

MMBG Investment Advisors first reported a position in IXN in Q4 2021 and held it in 12 quarters. The position peaked at $885K in Q2 2024. 459 funds tracked by Wall St. Rank hold IXN as of Q4 2024.

  • MMBG Investment Advisors reported no remaining iShares Global Tech ETF position as of Q4 2024 after selling out during the quarter.
  • MMBG Investment Advisors sold 10,684 iShares Global Tech ETF shares in Q4 2024, an estimated $882K.
  • MMBG Investment Advisors first reported a position in iShares Global Tech ETF in Q4 2021 and held it in 12 quarters.
  • MMBG Investment Advisors's iShares Global Tech ETF position peaked at $885K in Q2 2024.
  • 459 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2024.

Based on MMBG Investment Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.