Lido Advisors
IXC icon

Lido Advisors’s iShares Global Energy ETF IXC Stock Holding History

Lido 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
2024
Q1 		– Sell
-7,622
Closed -$506K – 1427
2023
Q4 		$506K Sell
7,622
-899
-11% -$35.7K ﹤0.01% 856
2023
Q3 		$352K Sell
8,521
-147
-2% -$5.83K ﹤0.01% 865
2023
Q2 		$527K Buy
+8,668
New +$326K ﹤0.01% 719
2022
Q2 		– Sell
-7,503
Closed -$271K – 1003
2022
Q1 		$271K Buy
+7,503
New +$249K ﹤0.01% 844

Other funds holding IXC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Lido Advisors's IXC Position: Q1 2024 in Review

Lido Advisors sold out of iShares Global Energy ETF (IXC) in Q1 2024, closing a stake of 7,622 shares — an estimated $506K sold.

Lido Advisors first reported a position in IXC in Q1 2022 and held it in 4 quarters. The position peaked at $527K in Q2 2023. 468 funds tracked by Wall St. Rank hold IXC as of Q1 2024.

  • Lido Advisors reported no remaining iShares Global Energy ETF position as of Q1 2024 after selling out during the quarter.
  • Lido Advisors sold 7,622 iShares Global Energy ETF shares in Q1 2024, an estimated $506K.
  • Lido Advisors first reported a position in iShares Global Energy ETF in Q1 2022 and held it in 4 quarters.
  • Lido Advisors's iShares Global Energy ETF position peaked at $527K in Q2 2023.
  • 468 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2024.

Based on Lido Advisors's 13F filing for Q1 2024, filed 15 May 2024.