Wealthspire Advisors (Maryland)’s iShares Global Tech ETF IXN Stock Holding History

Wealthspire Advisors (Maryland)’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
2018 Q4	–	Sell	-42	Closed	-$1K	–	2501
2018 Q3	$1K	Hold	42	–	–	﹤0.01%	2292
2018 Q2	$1K	Sell	42 -612	-94%	-$16.7K	﹤0.01%	2316
2018 Q1	$17K	Buy	654 +12	+2%	+$323	﹤0.01%	1345
2017 Q4	$16K	Hold	642	–	–	﹤0.01%	1399
2017 Q3	$15K	Hold	642	–	–	﹤0.01%	1407
2017 Q2	$14K	Buy	642 +600	+1,429%	+$13K	﹤0.01%	1396
2017 Q1	$1K	Sell	42 -1,602	-97%	-$31.7K	﹤0.01%	1810
2016 Q4	$30K	Hold	1,644	–	–	﹤0.01%	907
2016 Q3	$30K	Hold	1,644	–	–	﹤0.01%	931
2016 Q2	$27K	Hold	1,644	–	–	﹤0.01%	896
2016 Q1	$27K	Hold	1,644	–	–	﹤0.01%	865
2015 Q4	$27K	Buy	+1,644	New	+$27K	0.01%	882

Other funds holding IXN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

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

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IXN Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of iShares Global Tech ETF (IXN) in Q4 2018, closing a stake of 42 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in IXN in Q4 2015 and held it in 12 quarters. The position peaked at $30K in Q4 2016. 207 funds tracked by Wall St. Rank hold IXN as of Q4 2018.

Wealthspire Advisors (Maryland) reported no remaining iShares Global Tech ETF position as of Q4 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 42 iShares Global Tech ETF shares in Q4 2018, an estimated $1K.
Wealthspire Advisors (Maryland) first reported a position in iShares Global Tech ETF in Q4 2015 and held it in 12 quarters.
Wealthspire Advisors (Maryland)'s iShares Global Tech ETF position peaked at $30K in Q4 2016.
207 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.