Cahill Financial Advisors’s iShares Global Energy ETF IXC Stock Holding History

Cahill Financial Advisors’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
2022 Q2	–	Sell	-8,762	Closed	-$317K	–	216
2022 Q1	$317K	Hold	8,762	–	–	0.06%	182
2021 Q4	$241K	Buy	8,762 +124	+1%	+$3.52K	0.05%	206
2021 Q3	$232K	Sell	8,638 -395	-4%	-$9.91K	0.05%	200
2021 Q2	$240K	Buy	9,033 +72	+0.8%	+$1.87K	0.05%	191
2021 Q1	$221K	Buy	+8,961	New	+$211K	0.05%	193
2020 Q1	–	Sell	-8,447	Closed	-$261K	–	158
2019 Q4	$261K	Buy	8,447 +93	+1%	+$2.85K	0.09%	143
2019 Q3	$256K	Hold	8,354	–	–	0.1%	139
2019 Q2	$272K	Buy	8,354 +40	+0.5%	+$1.32K	0.11%	134
2019 Q1	$281K	Hold	8,314	–	–	0.12%	128
2018 Q4	$245K	Sell	8,314 -3,052	-27%	-$103K	0.12%	132
2018 Q3	$429K	Sell	11,366 -987	-8%	-$36.5K	0.19%	107
2018 Q2	$462K	Buy	12,353 +1,729	+16%	+$64K	0.21%	103
2018 Q1	$362K	Buy	+10,624	New	+$373K	0.17%	114

Other funds holding IXC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Cahill Financial Advisors's IXC Position: Q2 2022 in Review

Cahill Financial Advisors sold out of iShares Global Energy ETF (IXC) in Q2 2022, closing a stake of 8,762 shares — an estimated $317K sold.

Cahill Financial Advisors first reported a position in IXC in Q1 2018 and held it in 13 quarters. The position peaked at $462K in Q2 2018. 266 funds tracked by Wall St. Rank hold IXC as of Q2 2022.

Cahill Financial Advisors reported no remaining iShares Global Energy ETF position as of Q2 2022 after selling out during the quarter.
Cahill Financial Advisors sold 8,762 iShares Global Energy ETF shares in Q2 2022, an estimated $317K.
Cahill Financial Advisors first reported a position in iShares Global Energy ETF in Q1 2018 and held it in 13 quarters.
Cahill Financial Advisors's iShares Global Energy ETF position peaked at $462K in Q2 2018.
266 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2022.

Based on Cahill Financial Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.