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Graves Light Lenhart Wealth’s iShares Global Energy ETF IXC Stock Holding History

Graves Light Lenhart Wealth’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
-1,272
Closed -$46K – 657
2022
Q1 		$46K Hold
1,272
– – 0.01% 361
2021
Q4 		$35K Buy
+1,272
New +$36.1K 0.01% 455

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

Graves Light Lenhart Wealth's IXC Position: Q2 2022 in Review

Graves Light Lenhart Wealth sold out of iShares Global Energy ETF (IXC) in Q2 2022, closing a stake of 1,272 shares — an estimated $46K sold.

Graves Light Lenhart Wealth first reported a position in IXC in Q4 2021 and held it in 2 quarters. The position peaked at $46K in Q1 2022. 266 funds tracked by Wall St. Rank hold IXC as of Q2 2022.

  • Graves Light Lenhart Wealth reported no remaining iShares Global Energy ETF position as of Q2 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 1,272 iShares Global Energy ETF shares in Q2 2022, an estimated $46K.
  • Graves Light Lenhart Wealth first reported a position in iShares Global Energy ETF in Q4 2021 and held it in 2 quarters.
  • Graves Light Lenhart Wealth's iShares Global Energy ETF position peaked at $46K in Q1 2022.
  • 266 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.