LJAC
IXC icon

L.J. Altfest & Co’s iShares Global Energy ETF IXC Stock Holding History

L.J. Altfest & Co’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
Q4 		– Sell
-7,520
Closed -$304K – 352
2024
Q3 		$304K Sell
7,520
-48,658
-87% -$2M 0.04% 274
2024
Q2 		$2.33M Sell
56,178
-4,037
-7% -$173K 0.32% 54
2024
Q1 		$2.59M Buy
60,215
+917
+2% +$36.3K 0.37% 49
2023
Q4 		$2.32M Buy
59,298
+16,373
+38% +$651K 0.34% 58
2023
Q3 		$1.77M Buy
+42,925
New +$1.7M 0.28% 57
2022
Q2 		– Sell
-5,788
Closed -$209K – 272
2022
Q1 		$209K Buy
+5,788
New +$192K 0.04% 245
2021
Q4 		– Sell
-84,325
Closed -$2.26M – 255
2021
Q3 		$2.26M Buy
+84,325
New +$2.11M 0.47% 38
2020
Q4 		– Sell
-108,958
Closed -$1.79M – 274
2020
Q3 		$1.79M Buy
108,958
+2,286
+2% +$43.2K 0.48% 34
2020
Q2 		$2.08M Buy
106,672
+13,201
+14% +$258K 0.6% 27
2020
Q1 		$1.58M Buy
+93,471
New +$2.33M 0.49% 35

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return