H&H Retirement Design & Management’s iShares Global Energy ETF IXC Stock Holding History

H&H Retirement Design & 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
2023 Q1	–	Sell	-31,353	Closed	-$1.26M	–	78
2022 Q4	$1.26M	Buy	31,353 +513	+2%	+$20.1K	1.06%	25
2022 Q3	$1.12M	Sell	30,840 -10,478	-25%	-$367K	1.05%	27
2022 Q2	$1.47M	Sell	41,318 -4,863	-11%	-$182K	1.07%	27
2022 Q1	$1.72M	Sell	46,181 -3,706	-7%	-$123K	1.18%	23
2021 Q4	$1.61M	Buy	+49,887	New	+$1.41M	1.02%	27

Other funds holding IXC

Fisher Asset Management

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

Bank of America

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

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

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

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

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

Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return

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