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Moisand Fitzgerald Tamayo’s iShares Global Energy ETF IXC Stock Holding History

Moisand Fitzgerald Tamayo’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
-72
Closed -$2.82K – 626
2023
Q4 		$2.82K Buy
+72
New +$2.86K ﹤0.01% 495
2016
Q2 		– Sell
-78
Closed -$2K – 121
2016
Q1 		$2K Hold
78
– – ﹤0.01% 200
2015
Q4 		$2K Buy
+78
New +$2.4K ﹤0.01% 194

Other funds holding IXC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $20.9B AUM 19.28% 1-Year Est. Return

Moisand Fitzgerald Tamayo's IXC Position: Q1 2024 in Review

Moisand Fitzgerald Tamayo sold out of iShares Global Energy ETF (IXC) in Q1 2024, closing a stake of 72 shares — an estimated $2.82K sold.

Moisand Fitzgerald Tamayo first reported a position in IXC in Q4 2015 and held it in 3 quarters. The position peaked at $2.82K in Q4 2023. 468 funds tracked by Wall St. Rank hold IXC as of Q1 2024.

  • Moisand Fitzgerald Tamayo reported no remaining iShares Global Energy ETF position as of Q1 2024 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 72 iShares Global Energy ETF shares in Q1 2024, an estimated $2.82K.
  • Moisand Fitzgerald Tamayo first reported a position in iShares Global Energy ETF in Q4 2015 and held it in 3 quarters.
  • Moisand Fitzgerald Tamayo's iShares Global Energy ETF position peaked at $2.82K in Q4 2023.
  • 468 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2024, filed 16 Apr 2024.