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TrueWealth Advisors’s iShares Global Tech ETF IXN Stock Holding History

TrueWealth 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
Q2 		– Sell
-3,408
Closed -$219K – 182
2022
Q1 		$219K Hold
3,408
– – 0.1% 162
2021
Q4 		$219K Sell
3,408
-1,213
-26% -$74.5K 0.1% 162
2021
Q3 		$262K Buy
+4,621
New +$270K 0.15% 111

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TrueWealth Advisors's IXN Position: Q2 2022 in Review

TrueWealth Advisors sold out of iShares Global Tech ETF (IXN) in Q2 2022, closing a stake of 3,408 shares — an estimated $219K sold.

TrueWealth Advisors first reported a position in IXN in Q3 2021 and held it in 3 quarters. The position peaked at $262K in Q3 2021. 395 funds tracked by Wall St. Rank hold IXN as of Q2 2022.

  • TrueWealth Advisors reported no remaining iShares Global Tech ETF position as of Q2 2022 after selling out during the quarter.
  • TrueWealth Advisors sold 3,408 iShares Global Tech ETF shares in Q2 2022, an estimated $219K.
  • TrueWealth Advisors first reported a position in iShares Global Tech ETF in Q3 2021 and held it in 3 quarters.
  • TrueWealth Advisors's iShares Global Tech ETF position peaked at $262K in Q3 2021.
  • 395 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2022.

Based on TrueWealth Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.