Sawyer & Company’s iShares Global Tech ETF IXN Stock Holding History

Sawyer & Company’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
2020 Q2	–	Sell	-1,500	Closed	-$46K	–	174
2020 Q1	$46K	Hold	1,500	–	–	0.04%	121
2019 Q4	$53K	Hold	1,500	–	–	0.03%	122
2019 Q3	$46K	Hold	1,500	–	–	0.03%	124
2019 Q2	$45K	Hold	1,500	–	–	0.03%	127
2019 Q1	$43K	Hold	1,500	–	–	0.03%	126
2018 Q4	$36K	Hold	1,500	–	–	0.03%	129
2018 Q3	$44K	Hold	1,500	–	–	0.03%	135
2018 Q2	$41K	Hold	1,500	–	–	0.03%	135
2018 Q1	$40K	Hold	1,500	–	–	0.03%	134
2017 Q4	$38K	Buy	+1,500	New	+$38K	0.02%	127

Other funds holding IXN

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return