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Farmers & Merchants Investments Inc’s iShares Global Energy ETF IXC Stock Holding History

Farmers & Merchants Investments Inc’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
-185
Closed -$7.49K – 1801
2024
Q3 		$7.49K Hold
185
– – ﹤0.01% 743
2024
Q2 		$7.68K Buy
+185
New +$7.93K ﹤0.01% 726

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Envestnet Asset Management
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DWM
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Focus Partners Wealth
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SWP
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LPL Financial
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ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Farmers & Merchants Investments Inc's IXC Position: Q4 2024 in Review

Farmers & Merchants Investments Inc sold out of iShares Global Energy ETF (IXC) in Q4 2024, closing a stake of 185 shares — an estimated $7.49K sold.

Farmers & Merchants Investments Inc first reported a position in IXC in Q2 2024 and held it in 2 quarters. The position peaked at $7.68K in Q2 2024. 376 funds tracked by Wall St. Rank hold IXC as of Q4 2024.

  • Farmers & Merchants Investments Inc reported no remaining iShares Global Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 185 iShares Global Energy ETF shares in Q4 2024, an estimated $7.49K.
  • Farmers & Merchants Investments Inc first reported a position in iShares Global Energy ETF in Q2 2024 and held it in 2 quarters.
  • Farmers & Merchants Investments Inc's iShares Global Energy ETF position peaked at $7.68K in Q2 2024.
  • 376 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2024.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2024, filed 28 Jan 2025.