Householder Group Estate & Retirement Specialist’s iShares Global Energy ETF IXC Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q3	–	Sell	-175	Closed	-$7K	–	1244
2024 Q2	$7K	Hold	175	–	–	﹤0.01%	883
2024 Q1	$7.52K	Hold	175	–	–	﹤0.01%	867
2023 Q4	$6K	Hold	175	–	–	﹤0.01%	864
2023 Q3	$7.22K	Buy	+175	New	+$6.94K	﹤0.01%	859
2023 Q1	$7K	Buy	+175	New	+$6.76K	﹤0.01%	887
2022 Q4	–	Sell	-175	Closed	-$5K	–	726
2022 Q3	$5K	Buy	+175	New	+$6.14K	﹤0.01%	860

Other funds holding IXC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ECM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's IXC Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Global Energy ETF (IXC) in Q3 2024, closing a stake of 175 shares — an estimated $7K sold.

Householder Group Estate & Retirement Specialist first reported a position in IXC in Q3 2022 and held it in 6 quarters. The position peaked at $7.52K in Q1 2024. 369 funds tracked by Wall St. Rank hold IXC as of Q3 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares Global Energy ETF position as of Q3 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 175 iShares Global Energy ETF shares in Q3 2024, an estimated $7K.
Householder Group Estate & Retirement Specialist first reported a position in iShares Global Energy ETF in Q3 2022 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's iShares Global Energy ETF position peaked at $7.52K in Q1 2024.
369 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.