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Cornerstone Advisory’s iShares Global Energy ETF IXC Stock Holding History

Cornerstone Advisory’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
Q1 		– Sell
-200
Closed -$6K – 492
2021
Q4 		$6K Buy
+200
New +$5.67K ﹤0.01% 658

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Cornerstone Advisory's IXC Position: Q1 2022 in Review

Cornerstone Advisory sold out of iShares Global Energy ETF (IXC) in Q1 2022, closing a stake of 200 shares — an estimated $6K sold.

Cornerstone Advisory first reported a position in IXC in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 260 funds tracked by Wall St. Rank hold IXC as of Q1 2022.

  • Cornerstone Advisory reported no remaining iShares Global Energy ETF position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 200 iShares Global Energy ETF shares in Q1 2022, an estimated $6K.
  • Cornerstone Advisory first reported a position in iShares Global Energy ETF in Q4 2021 and held it in 1 quarter.
  • Cornerstone Advisory's iShares Global Energy ETF position peaked at $6K in Q4 2021.
  • 260 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.