Bedel Financial Consulting’s iShares Global Energy ETF IXC Stock Holding History

Bedel Financial Consulting’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
2021 Q2	–	Sell	-194	Closed	-$5K	–	988
2021 Q1	$5K	Hold	194	–	–	﹤0.01%	745
2020 Q4	$4K	Hold	194	–	–	﹤0.01%	683
2020 Q3	$3K	Hold	194	–	–	﹤0.01%	678
2020 Q2	$4K	Hold	194	–	–	﹤0.01%	618
2020 Q1	$3K	Hold	194	–	–	﹤0.01%	636
2019 Q4	$6K	Hold	194	–	–	﹤0.01%	561
2019 Q3	$6K	Sell	194 -31	-14%	-$950	﹤0.01%	545
2019 Q2	$7K	Hold	225	–	–	﹤0.01%	528
2019 Q1	$8K	Hold	225	–	–	0.01%	522
2018 Q4	$7K	Hold	225	–	–	0.01%	510
2018 Q3	$8K	Buy	+225	New	+$8.32K	0.01%	507

Other funds holding IXC

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

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

ACI

Alpha Cubed Investments Irvine, California $2.92B AUM 31.27% 1-Year Est. Return

Bedel Financial Consulting's IXC Position: Q2 2021 in Review

Bedel Financial Consulting sold out of iShares Global Energy ETF (IXC) in Q2 2021, closing a stake of 194 shares — an estimated $5K sold.

Bedel Financial Consulting first reported a position in IXC in Q3 2018 and held it in 11 quarters. The position peaked at $8K in Q1 2019. 200 funds tracked by Wall St. Rank hold IXC as of Q2 2021.

Bedel Financial Consulting reported no remaining iShares Global Energy ETF position as of Q2 2021 after selling out during the quarter.
Bedel Financial Consulting sold 194 iShares Global Energy ETF shares in Q2 2021, an estimated $5K.
Bedel Financial Consulting first reported a position in iShares Global Energy ETF in Q3 2018 and held it in 11 quarters.
Bedel Financial Consulting's iShares Global Energy ETF position peaked at $8K in Q1 2019.
200 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2021.

Based on Bedel Financial Consulting's 13F filing for Q2 2021, filed 3 Aug 2021.