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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return

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

H&H Retirement Design & Management's IXC Position: Q1 2023 in Review

H&H Retirement Design & Management sold out of iShares Global Energy ETF (IXC) in Q1 2023, closing a stake of 31,353 shares — an estimated $1.26M sold.

H&H Retirement Design & Management first reported a position in IXC in Q4 2021 and held it in 5 quarters. The position peaked at $1.72M in Q1 2022. 248 funds tracked by Wall St. Rank hold IXC as of Q1 2023.

H&H Retirement Design & Management reported no remaining iShares Global Energy ETF position as of Q1 2023 after selling out during the quarter.
H&H Retirement Design & Management sold 31,353 iShares Global Energy ETF shares in Q1 2023, an estimated $1.26M.
H&H Retirement Design & Management first reported a position in iShares Global Energy ETF in Q4 2021 and held it in 5 quarters.
H&H Retirement Design & Management's iShares Global Energy ETF position peaked at $1.72M in Q1 2022.
248 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2023.

Based on H&H Retirement Design & Management's 13F filing for Q1 2023, filed 17 Apr 2023.