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First Foundation Advisors’s iShares Global Energy ETF IXC Stock Holding History

First Foundation 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
2022
Q3 		– Sell
-10,444
Closed -$354K – 401
2022
Q2 		$354K Buy
+10,444
New +$391K 0.02% 286

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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

First Foundation Advisors's IXC Position: Q3 2022 in Review

First Foundation Advisors sold out of iShares Global Energy ETF (IXC) in Q3 2022, closing a stake of 10,444 shares — an estimated $354K sold.

First Foundation Advisors first reported a position in IXC in Q2 2022 and held it in 1 quarter. The position peaked at $354K in Q2 2022. 244 funds tracked by Wall St. Rank hold IXC as of Q3 2022.

  • First Foundation Advisors reported no remaining iShares Global Energy ETF position as of Q3 2022 after selling out during the quarter.
  • First Foundation Advisors sold 10,444 iShares Global Energy ETF shares in Q3 2022, an estimated $354K.
  • First Foundation Advisors first reported a position in iShares Global Energy ETF in Q2 2022 and held it in 1 quarter.
  • First Foundation Advisors's iShares Global Energy ETF position peaked at $354K in Q2 2022.
  • 244 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2022.

Based on First Foundation Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.