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Heritage Wealth Management (Arizona)’s iShares Global Energy ETF IXC Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$42.3K Buy
1,084
+542
+100% +$21.2K 0.01% 526
2022
Q3 		$18K Hold
542
– – 0.01% 552
2022
Q2 		$18.4K Hold
542
– – 0.01% 552
2022
Q1 		$20K Buy
+542
New +$18K 0.01% 600

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IXC Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares Global Energy ETF (IXC) stake by 100% in Q4 2022, buying an estimated $21.2K and bringing the position to 1,084 shares worth $42.3K. The position accounts for 0.01% of the portfolio, ranked #526.

Heritage Wealth Management (Arizona) first reported a position in IXC in Q1 2022 and has held it in 4 quarters since. 260 funds tracked by Wall St. Rank hold IXC as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,084 shares of iShares Global Energy ETF worth $42.3K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 542 iShares Global Energy ETF shares in Q4 2022, an estimated $21.2K.
  • iShares Global Energy ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #526 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares Global Energy ETF in Q1 2022 and has held it in 4 quarters since.
  • 260 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.