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

DeDora 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
2022 Q2	–	Sell	-211	Closed	-$8K	–	252
2022 Q1	$8K	Buy	+211	New	+$7.01K	﹤0.01%	320
2020 Q1	–	Sell	-211	Closed	-$7K	–	110
2019 Q4	$7K	Buy	+211	New	+$6.47K	﹤0.01%	113

Other funds holding IXC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

DeDora Capital's IXC Position: Q2 2022 in Review

DeDora Capital sold out of iShares Global Energy ETF (IXC) in Q2 2022, closing a stake of 211 shares — an estimated $8K sold.

DeDora Capital first reported a position in IXC in Q4 2019 and held it in 2 quarters. The position peaked at $8K in Q1 2022. 266 funds tracked by Wall St. Rank hold IXC as of Q2 2022.

DeDora Capital reported no remaining iShares Global Energy ETF position as of Q2 2022 after selling out during the quarter.
DeDora Capital sold 211 iShares Global Energy ETF shares in Q2 2022, an estimated $8K.
DeDora Capital first reported a position in iShares Global Energy ETF in Q4 2019 and held it in 2 quarters.
DeDora Capital's iShares Global Energy ETF position peaked at $8K in Q1 2022.
266 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2022.

Based on DeDora Capital's 13F filing for Q2 2022, filed 27 Jul 2022.