Interactive Financial Advisors’s iShares Global Energy ETF IXC Stock Holding History

Interactive Financial 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
2023 Q1	–	Sell	-1,703	Closed	-$66.4K	–	116
2022 Q4	$66.4K	Buy	1,703 +38	+2%	+$1.49K	0.04%	117
2022 Q3	$55K	Hold	1,665	–	–	0.03%	119
2022 Q2	$56K	Buy	1,665 +21	+1%	+$786	0.03%	108
2022 Q1	$59K	Hold	1,644	–	–	0.03%	119
2021 Q4	$45K	Buy	1,644 +25	+2%	+$709	0.02%	126
2021 Q3	$43K	Hold	1,619	–	–	0.02%	126
2021 Q2	$43K	Buy	1,619 +12	+0.7%	+$312	0.02%	129
2021 Q1	$40K	Hold	1,607	–	–	0.02%	127
2020 Q4	$33K	Sell	1,607 -32	-2%	-$598	0.02%	127
2020 Q3	$27K	Buy	1,639 +1	+0.1%	+$19	0.01%	118
2020 Q2	$32K	Buy	1,638 +38	+2%	+$742	0.02%	111
2020 Q1	$27K	Buy	1,600 +41	+3%	+$1.02K	0.02%	78
2019 Q4	$48K	Buy	1,559 +59	+4%	+$1.81K	0.02%	115
2019 Q3	$46K	Buy	1,500 +3	+0.2%	+$92	0.02%	100
2019 Q2	$49K	Buy	1,497 +25	+2%	+$823	0.02%	106
2019 Q1	$50K	Buy	1,472 +916	+165%	+$30K	0.02%	90
2018 Q4	$16K	Buy	556 +10	+2%	+$337	0.01%	80
2018 Q3	$21K	Buy	546 +1	+0.2%	+$37	0.01%	102
2018 Q2	$20K	Sell	545 -2	-0.4%	-$74	0.01%	96
2018 Q1	$19K	Buy	547 +22	+4%	+$772	0.01%	96
2017 Q4	$19K	Buy	525 +9	+2%	+$309	0.01%	100
2017 Q3	$18K	Sell	516 -154	-23%	-$4.91K	0.01%	90
2017 Q2	$21K	Sell	670 -1,561	-70%	-$50.6K	0.01%	87
2017 Q1	$74K	Buy	2,231 +182	+9%	+$6.14K	0.04%	75
2016 Q4	$71K	Buy	2,049 +1,402	+217%	+$47.1K	0.04%	77
2016 Q3	$21K	Buy	647 +5	+0.8%	+$161	0.01%	86
2016 Q2	$21K	Buy	642 +5	+0.8%	+$156	0.01%	72
2016 Q1	$19K	Buy	637 +1	+0.2%	+$27	0.01%	68
2015 Q4	$18K	Buy	636 +23	+4%	+$707	0.01%	75
2015 Q3	$18K	Sell	613 -315	-34%	-$9.91K	0.01%	68
2015 Q2	$32K	Sell	928 -12	-1%	-$448	0.02%	77
2015 Q1	$34K	Buy	940 +21	+2%	+$760	0.02%	80
2014 Q4	$34K	Buy	919 +4	+0.4%	+$159	0.02%	75
2014 Q3	$40K	Sell	915 -71	-7%	-$3.32K	0.02%	68
2014 Q2	$48K	Sell	986 -13	-1%	-$605	0.03%	58
2014 Q1	$44K	Sell	999 -15	-1%	-$632	0.03%	56
2013 Q4	$44K	Sell	1,014 -35	-3%	-$1.48K	0.03%	53
2013 Q3	$43K	Buy	1,049 +3	+0.3%	+$121	0.03%	53
2013 Q2	$40K	Buy	+1,046	New	+$41.6K	0.03%	44

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

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 $14.3B AUM 26.23% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return

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