Koshinski Asset Management’s iShares Global Energy ETF IXC Stock Holding History

Koshinski Asset Management’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 Q2	–	Sell	-3,743	Closed	-$135K	–	1308
2022 Q1	$135K	Sell	3,743 -540	-13%	-$17.9K	0.01%	721
2021 Q4	$118K	Buy	4,283 +122	+3%	+$3.46K	0.01%	793
2021 Q3	$112K	Buy	+4,161	New	+$104K	0.01%	799
2019 Q2	–	Sell	-6,650	Closed	-$224	–	319
2019 Q1	$224	Buy	+6,650	New	+$218K	0.06%	340
2018 Q4	–	Sell	-7,056	Closed	-$266K	–	461
2018 Q3	$266K	Buy	+7,056	New	+$261K	0.04%	440

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

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

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

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

Koshinski Asset Management's IXC Position: Q2 2022 in Review

Koshinski Asset Management sold out of iShares Global Energy ETF (IXC) in Q2 2022, closing a stake of 3,743 shares — an estimated $135K sold.

Koshinski Asset Management first reported a position in IXC in Q3 2018 and held it in 5 quarters. The position peaked at $266K in Q3 2018. 266 funds tracked by Wall St. Rank hold IXC as of Q2 2022.

Koshinski Asset Management reported no remaining iShares Global Energy ETF position as of Q2 2022 after selling out during the quarter.
Koshinski Asset Management sold 3,743 iShares Global Energy ETF shares in Q2 2022, an estimated $135K.
Koshinski Asset Management first reported a position in iShares Global Energy ETF in Q3 2018 and held it in 5 quarters.
Koshinski Asset Management's iShares Global Energy ETF position peaked at $266K in Q3 2018.
266 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.