VERITY Wealth Advisors’s iShares Global Tech ETF IXN Stock Holding History

VERITY Wealth 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
2021 Q1	–	Sell	-7,140	Closed	-$357K	–	56
2020 Q4	$357K	Hold	7,140	–	–	0.32%	41
2020 Q3	$314K	Buy	7,140 +1,020	+17%	+$43.4K	0.32%	41
2020 Q2	$240K	Buy	+6,120	New	+$217K	0.26%	44
2020 Q1	–	Sell	-6,120	Closed	-$215K	–	47
2019 Q4	$215K	Buy	+6,120	New	+$201K	0.21%	48

Other funds holding IXN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

VERITY Wealth Advisors's IXN Position: Q1 2021 in Review

VERITY Wealth Advisors sold out of iShares Global Tech ETF (IXN) in Q1 2021, closing a stake of 7,140 shares — an estimated $357K sold.

VERITY Wealth Advisors first reported a position in IXN in Q4 2019 and held it in 4 quarters. The position peaked at $357K in Q4 2020. 367 funds tracked by Wall St. Rank hold IXN as of Q1 2021.

VERITY Wealth Advisors reported no remaining iShares Global Tech ETF position as of Q1 2021 after selling out during the quarter.
VERITY Wealth Advisors sold 7,140 iShares Global Tech ETF shares in Q1 2021, an estimated $357K.
VERITY Wealth Advisors first reported a position in iShares Global Tech ETF in Q4 2019 and held it in 4 quarters.
VERITY Wealth Advisors's iShares Global Tech ETF position peaked at $357K in Q4 2020.
367 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2021.

Based on VERITY Wealth Advisors's 13F filing for Q1 2021, filed 10 May 2021.