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Copperleaf Capital’s iShares Global Energy ETF IXC Stock Holding History

Copperleaf Capital’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
-8,530
Closed -$345K – 97
2024
Q3 		$345K Sell
8,530
-221
-3% -$9.07K 0.26% 74
2024
Q2 		$363K Buy
8,751
+36
+0.4% +$1.54K 0.29% 72
2024
Q1 		$374K Buy
8,715
+1,631
+23% +$64.6K 0.32% 70
2023
Q4 		$277K Buy
+7,084
New +$282K 0.28% 66

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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
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
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

Copperleaf Capital's IXC Position: Q4 2024 in Review

Copperleaf Capital sold out of iShares Global Energy ETF (IXC) in Q4 2024, closing a stake of 8,530 shares — an estimated $345K sold.

Copperleaf Capital first reported a position in IXC in Q4 2023 and held it in 4 quarters. The position peaked at $374K in Q1 2024. 376 funds tracked by Wall St. Rank hold IXC as of Q4 2024.

  • Copperleaf Capital reported no remaining iShares Global Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Copperleaf Capital sold 8,530 iShares Global Energy ETF shares in Q4 2024, an estimated $345K.
  • Copperleaf Capital first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 4 quarters.
  • Copperleaf Capital's iShares Global Energy ETF position peaked at $374K in Q1 2024.
  • 376 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2024.

Based on Copperleaf Capital's 13F filing for Q4 2024, filed 30 Jan 2025.