HighTower Trust’s iShares Global Energy ETF IXC Stock Holding History

HighTower Trust’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 Q3	–	Sell	-4,678	Closed	-$532	–	287
2022 Q2	$532	Buy	+4,678	New	+$175K	0.06%	144

Other funds holding IXC

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

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

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

HighTower Trust's IXC Position: Q3 2022 in Review

HighTower Trust sold out of iShares Global Energy ETF (IXC) in Q3 2022, closing a stake of 4,678 shares — an estimated $532 sold.

HighTower Trust first reported a position in IXC in Q2 2022 and held it in 1 quarter. The position peaked at $532 in Q2 2022. 244 funds tracked by Wall St. Rank hold IXC as of Q3 2022.

HighTower Trust reported no remaining iShares Global Energy ETF position as of Q3 2022 after selling out during the quarter.
HighTower Trust sold 4,678 iShares Global Energy ETF shares in Q3 2022, an estimated $532.
HighTower Trust first reported a position in iShares Global Energy ETF in Q2 2022 and held it in 1 quarter.
HighTower Trust's iShares Global Energy ETF position peaked at $532 in Q2 2022.
244 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2022.

Based on HighTower Trust's 13F filing for Q3 2022, filed 7 Oct 2022.