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RFG Advisory’s iShares Global Comm Services ETF IXP Stock Holding History

RFG Advisory’s Portfolio IXP Stock Details IXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,859
Closed -$1.44M – 874
2024
Q4 		$1.44M Hold
14,859
– – 0.04% 310
2024
Q3 		$1.4M Sell
14,859
-707
-5% -$62.9K 0.04% 313
2024
Q2 		$1.38M Hold
15,566
– – 0.05% 296
2024
Q1 		$1.31M Sell
15,566
-304
-2% -$24.3K 0.04% 305
2023
Q4 		$1.18M Buy
+15,870
New +$1.13M 0.05% 293

Other funds holding IXP

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
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return