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DFPG Investments’s iShares Global Energy ETF IXC Stock Holding History

DFPG Investments’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
Q4 		$472K Buy
11,821
+2,977
+34% +$118K 0.04% 419
2023
Q3 		$342K Buy
+8,844
New +$351K 0.03% 444

Other funds holding IXC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

DFPG Investments's IXC Position: Q4 2023 in Review

DFPG Investments increased its iShares Global Energy ETF (IXC) stake by 34% in Q4 2023, buying an estimated $118K and bringing the position to 11,821 shares worth $472K. The position accounts for 0.04% of the portfolio, ranked #419.

DFPG Investments first reported a position in IXC in Q3 2023 and has held it in 2 quarters since. 431 funds tracked by Wall St. Rank hold IXC as of Q4 2023.

  • DFPG Investments held 11,821 shares of iShares Global Energy ETF worth $472K as of Q4 2023.
  • DFPG Investments bought 2,977 iShares Global Energy ETF shares in Q4 2023, an estimated $118K.
  • iShares Global Energy ETF made up 0.04% of DFPG Investments's portfolio in Q4 2023, its #419 holding.
  • DFPG Investments first reported a position in iShares Global Energy ETF in Q3 2023 and has held it in 2 quarters since.
  • 431 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.