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 $374B AUM 17.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $18.1B AUM 15% 1-Year Est. Return