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Israel Englander’s iShares Global Energy ETF IXC Stock Holding History

Israel Englander’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
-10,325
Closed -$403K – 6600
2022
Q4 		$403K Buy
10,325
+1,121
+12% +$43.9K ﹤0.01% 4896
2022
Q3 		$307K Buy
+9,204
New +$323K ﹤0.01% 5338
2022
Q1 		– Sell
-19,757
Closed -$544K – 7182
2021
Q4 		$544K Sell
19,757
-20,968
-51% -$594K ﹤0.01% 4970
2021
Q3 		$1.09M Buy
+40,725
New +$1.02M ﹤0.01% 4574

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Israel Englander's IXC Position: Q1 2023 in Review

Israel Englander sold out of iShares Global Energy ETF (IXC) in Q1 2023, closing a stake of 10,325 shares — an estimated $403K sold.

Israel Englander first reported a position in IXC in Q3 2021 and held it in 4 quarters. The position peaked at $1.09M in Q3 2021. 248 funds tracked by Wall St. Rank hold IXC as of Q1 2023.

  • Israel Englander reported no remaining iShares Global Energy ETF position as of Q1 2023 after selling out during the quarter.
  • Israel Englander sold 10,325 iShares Global Energy ETF shares in Q1 2023, an estimated $403K.
  • Israel Englander first reported a position in iShares Global Energy ETF in Q3 2021 and held it in 4 quarters.
  • Israel Englander's iShares Global Energy ETF position peaked at $1.09M in Q3 2021.
  • 248 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2023.

Based on Millennium Management's 13F filing for Q1 2023, filed 15 May 2023.