MinichMacGregor Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

MinichMacGregor Wealth Management’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 Q1	–	Sell	-75	Closed	-$2.92K	–	361
2022 Q4	$2.92K	Buy	+75	New	+$2.94K	﹤0.01%	542
2018 Q4	–	Sell	-75	Closed	-$2K	–	294
2018 Q3	$2K	Hold	75	–	–	﹤0.01%	450
2018 Q2	$2K	Hold	75	–	–	﹤0.01%	440
2018 Q1	$2K	Hold	75	–	–	﹤0.01%	425
2017 Q4	$2K	Hold	75	–	–	﹤0.01%	417
2017 Q3	$2K	Hold	75	–	–	﹤0.01%	396
2017 Q2	$2K	Hold	75	–	–	﹤0.01%	387
2017 Q1	$2K	Hold	75	–	–	﹤0.01%	380
2016 Q4	$2K	Hold	75	–	–	﹤0.01%	380
2016 Q3	$2K	Hold	75	–	–	﹤0.01%	378
2016 Q2	$2K	Hold	75	–	–	﹤0.01%	363
2016 Q1	$2K	Hold	75	–	–	﹤0.01%	355
2015 Q4	$2K	Buy	+75	New	+$2.31K	﹤0.01%	328

Other funds holding IXC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

MinichMacGregor Wealth Management's IXC Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of iShares Global Energy ETF (IXC) in Q1 2023, closing a stake of 75 shares — an estimated $2.92K sold.

MinichMacGregor Wealth Management first reported a position in IXC in Q4 2015 and held it in 13 quarters. The position peaked at $2.92K in Q4 2022. 248 funds tracked by Wall St. Rank hold IXC as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining iShares Global Energy ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 75 iShares Global Energy ETF shares in Q1 2023, an estimated $2.92K.
MinichMacGregor Wealth Management first reported a position in iShares Global Energy ETF in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's iShares Global Energy ETF position peaked at $2.92K in Q4 2022.
248 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.