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Surience Private Wealth’s iShares Global Comm Services ETF IXP Stock Holding History

Surience Private Wealth’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
Q4 		– Sell
-67,959
Closed -$8.4M – 40
2025
Q3 		$8.4M Buy
+67,959
New +$7.97M 7.68% 4

Other funds holding IXP

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Surience Private Wealth's IXP Position: Q4 2025 in Review

Surience Private Wealth sold out of iShares Global Comm Services ETF (IXP) in Q4 2025, closing a stake of 67,959 shares — an estimated $8.4M sold.

Surience Private Wealth first reported a position in IXP in Q3 2025 and held it in 1 quarter. The position peaked at $8.4M in Q3 2025. 124 funds tracked by Wall St. Rank hold IXP as of Q4 2025.

  • Surience Private Wealth reported no remaining iShares Global Comm Services ETF position as of Q4 2025 after selling out during the quarter.
  • Surience Private Wealth sold 67,959 iShares Global Comm Services ETF shares in Q4 2025, an estimated $8.4M.
  • Surience Private Wealth first reported a position in iShares Global Comm Services ETF in Q3 2025 and held it in 1 quarter.
  • Surience Private Wealth's iShares Global Comm Services ETF position peaked at $8.4M in Q3 2025.
  • 124 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2025.

Based on Surience Private Wealth's 13F filing for Q4 2025, filed 16 Jan 2026.