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Safeguard Investment Advisory Group’s iShares Global Tech ETF IXN Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-12
Closed – – 398
2020
Q4 		$0 Buy
+12
New +$555 ﹤0.01% 750

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Safeguard Investment Advisory Group's IXN Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of iShares Global Tech ETF (IXN) in Q1 2021, closing a stake of 12 shares.

Safeguard Investment Advisory Group first reported a position in IXN in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 368 funds tracked by Wall St. Rank hold IXN as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining iShares Global Tech ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 12 iShares Global Tech ETF shares in Q1 2021.
  • Safeguard Investment Advisory Group first reported a position in iShares Global Tech ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's iShares Global Tech ETF position peaked at $0 in Q4 2020.
  • 368 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.