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Mayflower Financial Advisors’s iShares Global Energy ETF IXC Stock Holding History

Mayflower Financial 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
Q2 		– Sell
-18,272
Closed -$785K – 359
2024
Q1 		$785K Buy
18,272
+7,535
+70% +$298K 0.13% 159
2023
Q4 		$420K Buy
+10,737
New +$427K 0.06% 219

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mayflower Financial Advisors's IXC Position: Q2 2024 in Review

Mayflower Financial Advisors sold out of iShares Global Energy ETF (IXC) in Q2 2024, closing a stake of 18,272 shares — an estimated $785K sold.

Mayflower Financial Advisors first reported a position in IXC in Q4 2023 and held it in 2 quarters. The position peaked at $785K in Q1 2024. 400 funds tracked by Wall St. Rank hold IXC as of Q2 2024.

  • Mayflower Financial Advisors reported no remaining iShares Global Energy ETF position as of Q2 2024 after selling out during the quarter.
  • Mayflower Financial Advisors sold 18,272 iShares Global Energy ETF shares in Q2 2024, an estimated $785K.
  • Mayflower Financial Advisors first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 2 quarters.
  • Mayflower Financial Advisors's iShares Global Energy ETF position peaked at $785K in Q1 2024.
  • 400 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2024.

Based on Mayflower Financial Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.