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Clear Perspectives Financial Planning’s iShares Global Energy ETF IXC Stock Holding History

Clear Perspectives Financial Planning’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
2023
Q1 		$41.5K Hold
1,100
– – 0.02% 80
2022
Q4 		$42.9K Hold
1,100
– – 0.02% 88
2022
Q3 		$37K Hold
1,100
– – 0.02% 93
2022
Q2 		$37K Buy
+1,100
New +$41.2K 0.01% 99

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Clear Perspectives Financial Planning's IXC Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its iShares Global Energy ETF (IXC) position steady in Q1 2023 at 1,100 shares worth $41.5K. The position accounts for 0.02% of the portfolio, ranked #80.

Clear Perspectives Financial Planning first reported a position in IXC in Q2 2022 and has held it in 4 quarters since. The position peaked at $42.9K in Q4 2022. 248 funds tracked by Wall St. Rank hold IXC as of Q1 2023.

  • Clear Perspectives Financial Planning held 1,100 shares of iShares Global Energy ETF worth $41.5K as of Q1 2023.
  • Clear Perspectives Financial Planning left its iShares Global Energy ETF share count unchanged in Q1 2023.
  • iShares Global Energy ETF made up 0.02% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #80 holding.
  • Clear Perspectives Financial Planning first reported a position in iShares Global Energy ETF in Q2 2022 and has held it in 4 quarters since.
  • Clear Perspectives Financial Planning's iShares Global Energy ETF position peaked at $42.9K in Q4 2022.
  • 248 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.