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Freedom Investment Management’s iShares Global Energy ETF IXC Stock Holding History

Freedom Investment Management’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
2021
Q3 		– Sell
-20,318
Closed -$540K – 869
2021
Q2 		$540K Buy
20,318
+4,541
+29% +$118K 0.04% 516
2021
Q1 		$389K Buy
+15,777
New +$372K 0.03% 603

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Freedom Investment Management's IXC Position: Q3 2021 in Review

Freedom Investment Management sold out of iShares Global Energy ETF (IXC) in Q3 2021, closing a stake of 20,318 shares — an estimated $540K sold.

Freedom Investment Management first reported a position in IXC in Q1 2021 and held it in 2 quarters. The position peaked at $540K in Q2 2021. 201 funds tracked by Wall St. Rank hold IXC as of Q3 2021.

  • Freedom Investment Management reported no remaining iShares Global Energy ETF position as of Q3 2021 after selling out during the quarter.
  • Freedom Investment Management sold 20,318 iShares Global Energy ETF shares in Q3 2021, an estimated $540K.
  • Freedom Investment Management first reported a position in iShares Global Energy ETF in Q1 2021 and held it in 2 quarters.
  • Freedom Investment Management's iShares Global Energy ETF position peaked at $540K in Q2 2021.
  • 201 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2021.

Based on Freedom Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.