Baystate Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

Baystate Wealth Management’s Portfolio IXC Stock Details IXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$1.04M	Buy	+26,705	New	+$1.06M	0.08%	91

Other funds holding IXC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Baystate Wealth Management's IXC Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in iShares Global Energy ETF (IXC) in Q4 2023: 26,705 shares worth $1.04M. The stake represents 0.08% of the portfolio and ranks #91 among its holdings.

431 funds tracked by Wall St. Rank hold IXC as of Q4 2023.

Baystate Wealth Management held 26,705 shares of iShares Global Energy ETF worth $1.04M as of Q4 2023.
iShares Global Energy ETF was a new Baystate Wealth Management position in Q4 2023.
iShares Global Energy ETF made up 0.08% of Baystate Wealth Management's portfolio in Q4 2023, its #91 holding.
431 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.