Claro Advisors’s iShares Global Energy ETF IXC Stock Holding History

Claro 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
2024 Q4	–	Sell	-6,451	Closed	-$261K	–	519
2024 Q3	$261K	Buy	6,451 +1,178	+22%	+$48.3K	0.03%	418
2024 Q2	$219K	Sell	5,273 -8,178	-61%	-$350K	0.03%	391
2024 Q1	$578K	Buy	+13,451	New	+$533K	0.1%	213
2019 Q1	–	Sell	-200	Closed	-$8K	–	561
2018 Q4	$8K	Buy	+200	New	+$6.74K	0.01%	713

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

Claro Advisors's IXC Position: Q4 2024 in Review

Claro Advisors sold out of iShares Global Energy ETF (IXC) in Q4 2024, closing a stake of 6,451 shares — an estimated $261K sold.

Claro Advisors first reported a position in IXC in Q4 2018 and held it in 4 quarters. The position peaked at $578K in Q1 2024. 376 funds tracked by Wall St. Rank hold IXC as of Q4 2024.

Claro Advisors reported no remaining iShares Global Energy ETF position as of Q4 2024 after selling out during the quarter.
Claro Advisors sold 6,451 iShares Global Energy ETF shares in Q4 2024, an estimated $261K.
Claro Advisors first reported a position in iShares Global Energy ETF in Q4 2018 and held it in 4 quarters.
Claro Advisors's iShares Global Energy ETF position peaked at $578K in Q1 2024.
376 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2024.

Based on Claro Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.