MIA
IXN icon

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 $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return