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Financial & Tax Architects’s iShares Global Energy ETF IXC Stock Holding History

Financial & Tax Architects’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
-6,175
Closed -$223K – 89
2022
Q1 		$223K Buy
+6,175
New +$205K 0.08% 87

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
CW
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Financial & Tax Architects's IXC Position: Q2 2022 in Review

Financial & Tax Architects sold out of iShares Global Energy ETF (IXC) in Q2 2022, closing a stake of 6,175 shares — an estimated $223K sold.

Financial & Tax Architects first reported a position in IXC in Q1 2022 and held it in 1 quarter. The position peaked at $223K in Q1 2022. 266 funds tracked by Wall St. Rank hold IXC as of Q2 2022.

  • Financial & Tax Architects reported no remaining iShares Global Energy ETF position as of Q2 2022 after selling out during the quarter.
  • Financial & Tax Architects sold 6,175 iShares Global Energy ETF shares in Q2 2022, an estimated $223K.
  • Financial & Tax Architects first reported a position in iShares Global Energy ETF in Q1 2022 and held it in 1 quarter.
  • Financial & Tax Architects's iShares Global Energy ETF position peaked at $223K in Q1 2022.
  • 266 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2022.

Based on Financial & Tax Architects's 13F filing for Q2 2022, filed 25 Aug 2023.