Pathstone Family Office’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Pathstone Family Office’s Portfolio IETC Stock Details IETC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$929K	Buy	+17,450	New	+$968K	0.01%	748

Other funds holding IETC

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

SPI

Sutton Place Investors Katonah, New York $207M AUM 27.9% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

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

Pathstone Family Office's IETC Position: Q3 2023 in Review

Pathstone Family Office opened a new position in iShares US Tech Independence Focused ETF (IETC) in Q3 2023: 17,450 shares worth $929K. The stake represents 0.01% of the portfolio and ranks #748 among its holdings.

38 funds tracked by Wall St. Rank hold IETC as of Q3 2023.

Pathstone Family Office held 17,450 shares of iShares US Tech Independence Focused ETF worth $929K as of Q3 2023.
iShares US Tech Independence Focused ETF was a new Pathstone Family Office position in Q3 2023.
iShares US Tech Independence Focused ETF made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #748 holding.
38 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.