Madison Investment Advisors’s iShares Global Energy ETF IXC Stock Holding History

Madison Investment 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 Q4	$1.08M	Buy	+28,196	New	+$1.15M	0.01%	278

Other funds holding IXC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Madison Investment Advisors's IXC Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in iShares Global Energy ETF (IXC) in Q4 2024: 28,196 shares worth $1.08M. The stake represents 0.01% of the portfolio and ranks #278 among its holdings.

376 funds tracked by Wall St. Rank hold IXC as of Q4 2024.

Madison Investment Advisors held 28,196 shares of iShares Global Energy ETF worth $1.08M as of Q4 2024.
iShares Global Energy ETF was a new Madison Investment Advisors position in Q4 2024.
iShares Global Energy ETF made up 0.01% of Madison Investment Advisors's portfolio in Q4 2024, its #278 holding.
376 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.