CFS Investment Advisory Services’s iShares Global Energy ETF IXC Stock Holding History

CFS Investment Advisory Services’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	-6,905	Closed	-$280K	–	304
2024 Q3	$280K	Sell	6,905 -4,056	-37%	-$166K	0.02%	257
2024 Q2	$455K	Buy	+10,961	New	+$470K	0.04%	187
2022 Q2	–	Sell	-59,611	Closed	-$2K	–	372
2022 Q1	$2K	Buy	+59,611	New	+$1.98M	0.01%	282

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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 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 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

CFS Investment Advisory Services's IXC Position: Q4 2024 in Review

CFS Investment Advisory Services sold out of iShares Global Energy ETF (IXC) in Q4 2024, closing a stake of 6,905 shares — an estimated $280K sold.

CFS Investment Advisory Services first reported a position in IXC in Q1 2022 and held it in 3 quarters. The position peaked at $455K in Q2 2024. 376 funds tracked by Wall St. Rank hold IXC as of Q4 2024.

CFS Investment Advisory Services reported no remaining iShares Global Energy ETF position as of Q4 2024 after selling out during the quarter.
CFS Investment Advisory Services sold 6,905 iShares Global Energy ETF shares in Q4 2024, an estimated $280K.
CFS Investment Advisory Services first reported a position in iShares Global Energy ETF in Q1 2022 and held it in 3 quarters.
CFS Investment Advisory Services's iShares Global Energy ETF position peaked at $455K in Q2 2024.
376 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2024.

Based on CFS Investment Advisory Services's 13F filing for Q4 2024, filed 21 Jan 2025.