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Clear Investment Research’s iShares Global Energy ETF IXC Stock Holding History

Clear Investment Research’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
Q3 		– Sell
-1,202
Closed -$42.2K – 164
2022
Q2 		$41K Buy
1,202
+23
+2% +$861 0.09% 80
2022
Q1 		$43K Hold
1,179
– – 0.08% 83
2021
Q4 		$32K Buy
1,179
+29
+3% +$822 0.05% 92
2021
Q3 		$31K Hold
1,150
– – 0.05% 93
2021
Q2 		$31K Buy
1,150
+18
+2% +$467 0.05% 91
2021
Q1 		$28K Hold
1,132
– – 0.05% 81
2020
Q4 		$23K Buy
+1,132
New +$21.2K 0.04% 87

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Clear Investment Research's IXC Position: Q3 2022 in Review

Clear Investment Research sold out of iShares Global Energy ETF (IXC) in Q3 2022, closing a stake of 1,202 shares — an estimated $42.2K sold.

Clear Investment Research first reported a position in IXC in Q4 2020 and held it in 7 quarters. The position peaked at $43K in Q1 2022. 244 funds tracked by Wall St. Rank hold IXC as of Q3 2022.

  • Clear Investment Research reported no remaining iShares Global Energy ETF position as of Q3 2022 after selling out during the quarter.
  • Clear Investment Research sold 1,202 iShares Global Energy ETF shares in Q3 2022, an estimated $42.2K.
  • Clear Investment Research first reported a position in iShares Global Energy ETF in Q4 2020 and held it in 7 quarters.
  • Clear Investment Research's iShares Global Energy ETF position peaked at $43K in Q1 2022.
  • 244 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2022.

Based on Clear Investment Research's 13F filing for Q3 2022, filed 1 Nov 2022.