Moss Adams Wealth Advisors’s iShares Global Energy ETF IXC Stock Holding History

Moss Adams Wealth 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
2023 Q3	–	Sell	-275	Closed	-$10.2K	–	171
2023 Q2	$10.2K	Hold	275	–	–	﹤0.01%	125
2023 Q1	$10.4K	Hold	275	–	–	﹤0.01%	137
2022 Q4	$10.7K	Buy	+275	New	+$10.8K	0.01%	143

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

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Moss Adams Wealth Advisors's IXC Position: Q3 2023 in Review

Moss Adams Wealth Advisors sold out of iShares Global Energy ETF (IXC) in Q3 2023, closing a stake of 275 shares — an estimated $10.2K sold.

Moss Adams Wealth Advisors first reported a position in IXC in Q4 2022 and held it in 3 quarters. The position peaked at $10.7K in Q4 2022. 263 funds tracked by Wall St. Rank hold IXC as of Q3 2023.

Moss Adams Wealth Advisors reported no remaining iShares Global Energy ETF position as of Q3 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 275 iShares Global Energy ETF shares in Q3 2023, an estimated $10.2K.
Moss Adams Wealth Advisors first reported a position in iShares Global Energy ETF in Q4 2022 and held it in 3 quarters.
Moss Adams Wealth Advisors's iShares Global Energy ETF position peaked at $10.7K in Q4 2022.
263 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q3 2023, filed 20 Dec 2023.