West Branch Capital’s iShares Global Comm Services ETF IXP Stock Holding History

West Branch Capital’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	-106	Closed	-$9.94K	–	594
2024 Q3	$9.94K	Hold	106	–	–	﹤0.01%	276
2024 Q2	$9.37K	Hold	106	–	–	﹤0.01%	277
2024 Q1	$8.88K	Hold	106	–	–	﹤0.01%	287
2023 Q4	$7.88K	Buy	106 +1	+1%	+$71	﹤0.01%	296
2023 Q3	$7.17K	Hold	105	–	–	﹤0.01%	303
2023 Q2	$7.17K	Buy	105 +1	+1%	+$66	﹤0.01%	308
2023 Q1	$6.68K	Hold	104	–	–	﹤0.01%	324
2022 Q4	$5.68K	Hold	104	–	–	﹤0.01%	329
2022 Q3	$5K	Hold	104	–	–	﹤0.01%	346
2022 Q2	$6K	Buy	104 +1	+1%	+$66	﹤0.01%	322
2022 Q1	$8K	Hold	103	–	–	﹤0.01%	314
2021 Q4	$8K	Buy	103 +2	+2%	+$169	﹤0.01%	346
2021 Q3	$9K	Hold	101	–	–	﹤0.01%	320
2021 Q2	$9K	Buy	+101	New	+$8.55K	﹤0.01%	334

Other funds holding IXP

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

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

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

West Branch Capital's IXP Position: Q4 2024 in Review

West Branch Capital sold out of iShares Global Comm Services ETF (IXP) in Q4 2024, closing a stake of 106 shares — an estimated $9.94K sold.

West Branch Capital first reported a position in IXP in Q2 2021 and held it in 14 quarters. The position peaked at $9.94K in Q3 2024. 99 funds tracked by Wall St. Rank hold IXP as of Q4 2024.

West Branch Capital reported no remaining iShares Global Comm Services ETF position as of Q4 2024 after selling out during the quarter.
West Branch Capital sold 106 iShares Global Comm Services ETF shares in Q4 2024, an estimated $9.94K.
West Branch Capital first reported a position in iShares Global Comm Services ETF in Q2 2021 and held it in 14 quarters.
West Branch Capital's iShares Global Comm Services ETF position peaked at $9.94K in Q3 2024.
99 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2024.

Based on West Branch Capital's 13F filing for Q4 2024, filed 17 Jan 2025.