True Link Financial Advisors’s iShares Global Tech ETF IXN Stock Holding History

True Link Financial Advisors’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
2022 Q3	–	Sell	-31,258	Closed	-$1.43M	–	133
2022 Q2	$1.43M	Sell	31,258 -4,196	-12%	-$212K	0.22%	49
2022 Q1	$2.06M	Buy	35,454 +1,441	+4%	+$83.2K	0.3%	32
2021 Q4	$2.19M	Sell	34,013 -32,158	-49%	-$1.98M	0.29%	35
2021 Q3	$3.75M	Sell	66,171 -18,645	-22%	-$1.09M	0.51%	19
2021 Q2	$4.77M	Sell	84,816 -63,138	-43%	-$3.4M	0.7%	16
2021 Q1	$7.59M	Buy	147,954 +10,602	+8%	+$543K	1.1%	18
2020 Q4	$6.87M	Buy	+137,352	New	+$6.35M	1.08%	18

Other funds holding IXN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

True Link Financial Advisors's IXN Position: Q3 2022 in Review

True Link Financial Advisors sold out of iShares Global Tech ETF (IXN) in Q3 2022, closing a stake of 31,258 shares — an estimated $1.43M sold.

True Link Financial Advisors first reported a position in IXN in Q4 2020 and held it in 7 quarters. The position peaked at $7.59M in Q1 2021. 374 funds tracked by Wall St. Rank hold IXN as of Q3 2022.

True Link Financial Advisors reported no remaining iShares Global Tech ETF position as of Q3 2022 after selling out during the quarter.
True Link Financial Advisors sold 31,258 iShares Global Tech ETF shares in Q3 2022, an estimated $1.43M.
True Link Financial Advisors first reported a position in iShares Global Tech ETF in Q4 2020 and held it in 7 quarters.
True Link Financial Advisors's iShares Global Tech ETF position peaked at $7.59M in Q1 2021.
374 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2022.

Based on True Link Financial Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.