Caitlin John’s iShares Global Energy ETF IXC Stock Holding History

Caitlin John’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 Q1	–	Sell	-8	Closed	-$313	–	914
2023 Q4	$313	Buy	+8	New	+$318	﹤0.01%	827

Other funds holding IXC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Caitlin John's IXC Position: Q1 2024 in Review

Caitlin John sold out of iShares Global Energy ETF (IXC) in Q1 2024, closing a stake of 8 shares — an estimated $313 sold.

Caitlin John first reported a position in IXC in Q4 2023 and held it in 1 quarter. The position peaked at $313 in Q4 2023. 468 funds tracked by Wall St. Rank hold IXC as of Q1 2024.

Caitlin John reported no remaining iShares Global Energy ETF position as of Q1 2024 after selling out during the quarter.
Caitlin John sold 8 iShares Global Energy ETF shares in Q1 2024, an estimated $313.
Caitlin John first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 1 quarter.
Caitlin John's iShares Global Energy ETF position peaked at $313 in Q4 2023.
468 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2024.

Based on Caitlin John's 13F filing for Q1 2024, filed 27 Jan 2025.