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

Gradient 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
2024 Q3	–	Sell	-11	Closed	-$457	–	832
2024 Q2	$457	Hold	11	–	–	﹤0.01%	1195
2024 Q1	$472	Sell	11 -139	-93%	-$5.51K	﹤0.01%	1024
2023 Q4	$5.87K	Buy	150 +19	+15%	+$755	﹤0.01%	956
2023 Q3	$5.41K	Hold	131	–	–	﹤0.01%	943
2023 Q2	$4.88K	Hold	131	–	–	﹤0.01%	957
2023 Q1	$4.95K	Hold	131	–	–	﹤0.01%	954
2022 Q4	$5.11K	Hold	131	–	–	﹤0.01%	928
2022 Q3	$4K	Buy	+131	New	+$4.59K	﹤0.01%	1000
2014 Q1	–	Sell	-280	Closed	-$12K	–	581
2013 Q4	$12K	Buy	+280	New	+$11.9K	﹤0.01%	364

Other funds holding IXC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gradient Investments's IXC Position: Q3 2024 in Review

Gradient Investments sold out of iShares Global Energy ETF (IXC) in Q3 2024, closing a stake of 11 shares — an estimated $457 sold.

Gradient Investments first reported a position in IXC in Q4 2013 and held it in 9 quarters. The position peaked at $12K in Q4 2013. 369 funds tracked by Wall St. Rank hold IXC as of Q3 2024.

Gradient Investments reported no remaining iShares Global Energy ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 11 iShares Global Energy ETF shares in Q3 2024, an estimated $457.
Gradient Investments first reported a position in iShares Global Energy ETF in Q4 2013 and held it in 9 quarters.
Gradient Investments's iShares Global Energy ETF position peaked at $12K in Q4 2013.
369 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.