BCP
IXC icon

Blue Chip Partners’s iShares Global Energy ETF IXC Stock Holding History

Blue Chip Partners’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
2024
Q4 		– Sell
-2,534
Closed -$103K – 180
2024
Q3 		$103K Hold
2,534
– – 0.01% 196
2024
Q2 		$105K Buy
2,534
+29
+1% +$1.24K 0.01% 184
2024
Q1 		$108K Buy
+2,505
New +$99.2K 0.01% 183
2023
Q4 		– Sell
-2,465
Closed -$102K – 184
2023
Q3 		$102K Buy
+2,465
New +$97.8K 0.01% 175
2021
Q3 		– Sell
-48,894
Closed -$1.3M – 173
2021
Q2 		$1.3M Buy
48,894
+23,487
+92% +$610K 0.19% 57
2021
Q1 		$626K Buy
+25,407
New +$599K 0.1% 75

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return