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Safeguard Financial’s iShares Global Comm Services ETF IXP Stock Holding History

Safeguard Financial’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
2023
Q3 		– Sell
-408
Closed -$27K – 316
2023
Q2 		$27K Buy
+408
New +$27K 0.01% 231

Other funds holding IXP

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

Safeguard Financial's IXP Position: Q3 2023 in Review

Safeguard Financial sold out of iShares Global Comm Services ETF (IXP) in Q3 2023, closing a stake of 408 shares — an estimated $27K sold.

Safeguard Financial first reported a position in IXP in Q2 2023 and held it in 1 quarter. The position peaked at $27K in Q2 2023. 82 funds tracked by Wall St. Rank hold IXP as of Q3 2023.

  • Safeguard Financial reported no remaining iShares Global Comm Services ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 408 iShares Global Comm Services ETF shares in Q3 2023, an estimated $27K.
  • Safeguard Financial first reported a position in iShares Global Comm Services ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's iShares Global Comm Services ETF position peaked at $27K in Q2 2023.
  • 82 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.