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Selective Wealth Management’s iShares Global Comm Services ETF IXP Stock Holding History

Selective Wealth Management’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
2021
Q1 		– Sell
-53
Closed -$4K – 407
2020
Q4 		$4K Buy
+53
New +$3.77K ﹤0.01% 302

Other funds holding IXP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
HA
HC Advisors Sandy Springs, Georgia $165M AUM 20.85% 1-Year Est. Return

Selective Wealth Management's IXP Position: Q1 2021 in Review

Selective Wealth Management sold out of iShares Global Comm Services ETF (IXP) in Q1 2021, closing a stake of 53 shares — an estimated $4K sold.

Selective Wealth Management first reported a position in IXP in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 76 funds tracked by Wall St. Rank hold IXP as of Q1 2021.

  • Selective Wealth Management reported no remaining iShares Global Comm Services ETF position as of Q1 2021 after selling out during the quarter.
  • Selective Wealth Management sold 53 iShares Global Comm Services ETF shares in Q1 2021, an estimated $4K.
  • Selective Wealth Management first reported a position in iShares Global Comm Services ETF in Q4 2020 and held it in 1 quarter.
  • Selective Wealth Management's iShares Global Comm Services ETF position peaked at $4K in Q4 2020.
  • 76 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q1 2021.

Based on Selective Wealth Management's 13F filing for Q1 2021, filed 9 Apr 2021.