Fund Insights
Common Fund Bets
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Discover high conviction trades that caused a significant change in a fund's stake in a stock
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WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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PFO
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
KA
Kozak & Associates
Highlands Ranch, Colorado
$576M AUM
23.37%
1-Year Est. Return
Truist Financial
Charlotte, North Carolina
$74.1B AUM
21.09%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
SPI
Sutton Place Investors
Katonah, New York
$183M AUM
19.55%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Cambridge Investment Research Advisors
Fairfield, Iowa
$38.8B AUM
21.88%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
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
$124M AUM
42.95%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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