One Wealth Advisors’s iShares Global Tech ETF IXN Stock Holding History

One Wealth 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
2023 Q1	–	Sell	-762	Closed	-$34.2K	–	407
2022 Q4	$34.2K	Buy	+762	New	+$34.8K	0.01%	462
2022 Q3	–	Sell	-17,475	Closed	-$799K	–	193
2022 Q2	$799K	Buy	17,475 +2,848	+19%	+$144K	0.21%	63
2022 Q1	$849K	Sell	14,627 -2,220	-13%	-$128K	0.21%	63
2021 Q4	$1.08M	Buy	16,847 +4,974	+42%	+$306K	0.28%	52
2021 Q3	$673K	Buy	11,873 +2,849	+32%	+$167K	0.2%	66
2021 Q2	$508K	Buy	9,024 +2,502	+38%	+$135K	0.16%	78
2021 Q1	$334K	Buy	+6,522	New	+$334K	0.13%	93
2019 Q2	–	Sell	-204	Closed	-$6K	–	298
2019 Q1	$6K	Buy	+204	New	+$5.4K	﹤0.01%	350
2018 Q4	–	Sell	-204	Closed	-$6K	–	288
2018 Q3	$6K	Hold	204	–	–	﹤0.01%	375
2018 Q2	$6K	Hold	204	–	–	﹤0.01%	370
2018 Q1	$5K	Hold	204	–	–	﹤0.01%	366
2017 Q4	$5K	Buy	+204	New	+$5.16K	﹤0.01%	408

Other funds holding IXN

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

One Wealth Advisors's IXN Position: Q1 2023 in Review

One Wealth Advisors sold out of iShares Global Tech ETF (IXN) in Q1 2023, closing a stake of 762 shares — an estimated $34.2K sold.

One Wealth Advisors first reported a position in IXN in Q4 2017 and held it in 12 quarters. The position peaked at $1.08M in Q4 2021. 360 funds tracked by Wall St. Rank hold IXN as of Q1 2023.

One Wealth Advisors reported no remaining iShares Global Tech ETF position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 762 iShares Global Tech ETF shares in Q1 2023, an estimated $34.2K.
One Wealth Advisors first reported a position in iShares Global Tech ETF in Q4 2017 and held it in 12 quarters.
One Wealth Advisors's iShares Global Tech ETF position peaked at $1.08M in Q4 2021.
360 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.