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LWM Advisory Services’s iShares Global Energy ETF IXC Stock Holding History

LWM Advisory Services’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
2023
Q4 		– Sell
-432
Closed -$17.8K – 120
2023
Q3 		$17.8K Buy
+432
New +$17.1K 0.02% 115

Other funds holding IXC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LWM Advisory Services's IXC Position: Q4 2023 in Review

LWM Advisory Services sold out of iShares Global Energy ETF (IXC) in Q4 2023, closing a stake of 432 shares — an estimated $17.8K sold.

LWM Advisory Services first reported a position in IXC in Q3 2023 and held it in 1 quarter. The position peaked at $17.8K in Q3 2023. 431 funds tracked by Wall St. Rank hold IXC as of Q4 2023.

  • LWM Advisory Services reported no remaining iShares Global Energy ETF position as of Q4 2023 after selling out during the quarter.
  • LWM Advisory Services sold 432 iShares Global Energy ETF shares in Q4 2023, an estimated $17.8K.
  • LWM Advisory Services first reported a position in iShares Global Energy ETF in Q3 2023 and held it in 1 quarter.
  • LWM Advisory Services's iShares Global Energy ETF position peaked at $17.8K in Q3 2023.
  • 431 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.