My Personal CFO LLC’s iShares Global Tech ETF IXN Stock Holding History

My Personal CFO LLC’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
2023 Q1	–	Sell	-603	Closed	-$27K	–	447
2022 Q4	$27K	Buy	+603	New	+$27.5K	0.02%	177

Other funds holding IXN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

My Personal CFO LLC's IXN Position: Q1 2023 in Review

My Personal CFO LLC sold out of iShares Global Tech ETF (IXN) in Q1 2023, closing a stake of 603 shares — an estimated $27K sold.

My Personal CFO LLC first reported a position in IXN in Q4 2022 and held it in 1 quarter. The position peaked at $27K in Q4 2022. 361 funds tracked by Wall St. Rank hold IXN as of Q1 2023.

My Personal CFO LLC reported no remaining iShares Global Tech ETF position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 603 iShares Global Tech ETF shares in Q1 2023, an estimated $27K.
My Personal CFO LLC first reported a position in iShares Global Tech ETF in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's iShares Global Tech ETF position peaked at $27K in Q4 2022.
361 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.