CCA
IXC icon

Criterion Capital Advisors’s iShares Global Energy ETF IXC Stock Holding History

Criterion Capital 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 		$28.5K Hold
688
– – 0.02% 183
2024
Q3 		$28.5K Hold
688
– – 0.02% 183
2024
Q2 		$28.5K Buy
688
+87
+14% +$3.73K 0.02% 183
2024
Q1 		$25.8K Hold
601
– – 0.02% 191
2023
Q4 		$23.5K Buy
+601
New +$23.9K 0.02% 201

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

Criterion Capital Advisors's IXC Position: Q4 2024 in Review

Criterion Capital Advisors held its iShares Global Energy ETF (IXC) position steady in Q4 2024 at 688 shares worth $28.5K. The position accounts for 0.02% of the portfolio, ranked #183.

Criterion Capital Advisors first reported a position in IXC in Q4 2023 and has held it in 5 quarters since. 376 funds tracked by Wall St. Rank hold IXC as of Q4 2024.

  • Criterion Capital Advisors held 688 shares of iShares Global Energy ETF worth $28.5K as of Q4 2024.
  • Criterion Capital Advisors left its iShares Global Energy ETF share count unchanged in Q4 2024.
  • iShares Global Energy ETF made up 0.02% of Criterion Capital Advisors's portfolio in Q4 2024, its #183 holding.
  • Criterion Capital Advisors first reported a position in iShares Global Energy ETF in Q4 2023 and has held it in 5 quarters since.
  • 376 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.