TF
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Tompkins Financial’s iShares Global Comm Services ETF IXP Stock Holding History

Tompkins Financial’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
2024
Q4 		– Sell
-400
Closed -$37.7K – 565
2024
Q3 		$37.7K Hold
400
– – ﹤0.01% 364
2024
Q2 		$35.5K Hold
400
– – ﹤0.01% 382
2024
Q1 		$33.7K Hold
400
– – ﹤0.01% 392
2023
Q4 		$29.8K Hold
400
– – ﹤0.01% 389
2023
Q3 		$27.3K Sell
400
-100
-20% -$6.96K ﹤0.01% 379
2023
Q2 		$34.2K Hold
500
– – 0.01% 368
2023
Q1 		$32K Hold
500
– – 0.01% 381
2022
Q4 		$27K Hold
500
– – ﹤0.01% 395
2022
Q3 		$26K Hold
500
– – ﹤0.01% 391
2022
Q2 		$31K Hold
500
– – 0.01% 372
2022
Q1 		$37K Buy
+500
New +$38K 0.01% 377

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return