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HHM Wealth Advisors’s iShares Global Energy ETF IXC Stock Holding History

HHM Wealth 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
Q2 		– Sell
-245
Closed -$6K – 637
2021
Q1 		$6K Hold
245
– – ﹤0.01% 488
2020
Q4 		$5K Hold
245
– – ﹤0.01% 464
2020
Q3 		$4K Sell
245
-311
-56% -$5.87K ﹤0.01% 440
2020
Q2 		$11K Buy
556
+10
+2% +$195 ﹤0.01% 362
2020
Q1 		$9K Buy
+546
New +$13.6K ﹤0.01% 360

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
ACI
Alpha Cubed Investments Irvine, California $2.92B AUM 31.27% 1-Year Est. Return

HHM Wealth Advisors's IXC Position: Q2 2021 in Review

HHM Wealth Advisors sold out of iShares Global Energy ETF (IXC) in Q2 2021, closing a stake of 245 shares — an estimated $6K sold.

HHM Wealth Advisors first reported a position in IXC in Q1 2020 and held it in 5 quarters. The position peaked at $11K in Q2 2020. 200 funds tracked by Wall St. Rank hold IXC as of Q2 2021.

  • HHM Wealth Advisors reported no remaining iShares Global Energy ETF position as of Q2 2021 after selling out during the quarter.
  • HHM Wealth Advisors sold 245 iShares Global Energy ETF shares in Q2 2021, an estimated $6K.
  • HHM Wealth Advisors first reported a position in iShares Global Energy ETF in Q1 2020 and held it in 5 quarters.
  • HHM Wealth Advisors's iShares Global Energy ETF position peaked at $11K in Q2 2020.
  • 200 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2021.

Based on HHM Wealth Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.