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TFO Wealth Partners’s iShares Global Tech ETF IXN Stock Holding History

TFO Wealth Partners’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
2023
Q4 		– Sell
-47
Closed -$2.92K – 1015
2023
Q3 		$2.92K Hold
47
– – ﹤0.01% 190
2023
Q2 		$2.92K Hold
47
– – ﹤0.01% 177
2023
Q1 		$2.56K Buy
47
+25
+114% +$1.25K ﹤0.01% 141
2022
Q4 		$2.32K Sell
22
-25
-53% -$1.14K ﹤0.01% 236
2022
Q3 		$2K Hold
47
– – ﹤0.01% 119
2022
Q2 		$2K Buy
+47
New +$2.37K ﹤0.01% 321

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TFO Wealth Partners's IXN Position: Q4 2023 in Review

TFO Wealth Partners sold out of iShares Global Tech ETF (IXN) in Q4 2023, closing a stake of 47 shares — an estimated $2.92K sold.

TFO Wealth Partners first reported a position in IXN in Q2 2022 and held it in 6 quarters. The position peaked at $2.92K in Q3 2023. 424 funds tracked by Wall St. Rank hold IXN as of Q4 2023.

  • TFO Wealth Partners reported no remaining iShares Global Tech ETF position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 47 iShares Global Tech ETF shares in Q4 2023, an estimated $2.92K.
  • TFO Wealth Partners first reported a position in iShares Global Tech ETF in Q2 2022 and held it in 6 quarters.
  • TFO Wealth Partners's iShares Global Tech ETF position peaked at $2.92K in Q3 2023.
  • 424 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.