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Kowal Investment Group’s iShares Global Energy ETF IXC Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-119
Closed -$3K – 531
2021
Q3 		$3K Buy
+119
New +$2.98K ﹤0.01% 738

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kowal Investment Group's IXC Position: Q4 2021 in Review

Kowal Investment Group sold out of iShares Global Energy ETF (IXC) in Q4 2021, closing a stake of 119 shares — an estimated $3K sold.

Kowal Investment Group first reported a position in IXC in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 233 funds tracked by Wall St. Rank hold IXC as of Q4 2021.

  • Kowal Investment Group reported no remaining iShares Global Energy ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 119 iShares Global Energy ETF shares in Q4 2021, an estimated $3K.
  • Kowal Investment Group first reported a position in iShares Global Energy ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's iShares Global Energy ETF position peaked at $3K in Q3 2021.
  • 233 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.