Guidance Point Advisors’s iShares Global Energy ETF IXC Stock Holding History

Guidance Point 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
2021 Q4	–	Sell	-801	Closed	-$21K	–	241
2021 Q3	$21K	Buy	+801	New	+$20.1K	0.01%	207
2020 Q1	–	Sell	-9,022	Closed	-$278K	–	68
2019 Q4	$278K	Buy	+9,022	New	+$277K	0.14%	58

Other funds holding IXC

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

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

Guidance Point Advisors's IXC Position: Q4 2021 in Review

Guidance Point Advisors sold out of iShares Global Energy ETF (IXC) in Q4 2021, closing a stake of 801 shares — an estimated $21K sold.

Guidance Point Advisors first reported a position in IXC in Q4 2019 and held it in 2 quarters. The position peaked at $278K in Q4 2019. 233 funds tracked by Wall St. Rank hold IXC as of Q4 2021.

Guidance Point Advisors reported no remaining iShares Global Energy ETF position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 801 iShares Global Energy ETF shares in Q4 2021, an estimated $21K.
Guidance Point Advisors first reported a position in iShares Global Energy ETF in Q4 2019 and held it in 2 quarters.
Guidance Point Advisors's iShares Global Energy ETF position peaked at $278K in Q4 2019.
233 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.