C2C Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

C2C 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	–	Sell	-5,200	Closed	-$209K	–	157
2023 Q3	$209K	Buy	+5,200	New	+$206K	0.03%	221
2023 Q2	–	Sell	-5,200	Closed	-$206K	–	253
2023 Q1	$206K	Hold	5,200	–	–	0.03%	225
2022 Q4	$208K	Buy	+5,200	New	+$204K	0.04%	161

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

C2C Wealth Management's IXC Position: Q4 2023 in Review

C2C Wealth Management sold out of iShares Global Energy ETF (IXC) in Q4 2023, closing a stake of 5,200 shares — an estimated $209K sold.

C2C Wealth Management first reported a position in IXC in Q4 2022 and held it in 3 quarters. The position peaked at $209K in Q3 2023. 431 funds tracked by Wall St. Rank hold IXC as of Q4 2023.

C2C Wealth Management reported no remaining iShares Global Energy ETF position as of Q4 2023 after selling out during the quarter.
C2C Wealth Management sold 5,200 iShares Global Energy ETF shares in Q4 2023, an estimated $209K.
C2C Wealth Management first reported a position in iShares Global Energy ETF in Q4 2022 and held it in 3 quarters.
C2C Wealth Management's iShares Global Energy ETF position peaked at $209K in Q3 2023.
431 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.