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NorthRock Partners’s iShares Global Energy ETF IXC Stock Holding History

NorthRock Partners’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 		– Sell
-2
Closed -$81 – 827
2024
Q3 		$81 Buy
+2
New +$82 ﹤0.01% 833
2024
Q2 		– Sell
-113
Closed -$4.84K – 837
2024
Q1 		$4.84K Buy
113
+67
+146% +$2.65K ﹤0.01% 764
2023
Q4 		$1.8K Buy
+46
New +$1.83K ﹤0.01% 733

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
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
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

NorthRock Partners's IXC Position: Q4 2024 in Review

NorthRock Partners sold out of iShares Global Energy ETF (IXC) in Q4 2024, closing a stake of 2 shares — an estimated $81 sold.

NorthRock Partners first reported a position in IXC in Q4 2023 and held it in 3 quarters. The position peaked at $4.84K in Q1 2024. 376 funds tracked by Wall St. Rank hold IXC as of Q4 2024.

  • NorthRock Partners reported no remaining iShares Global Energy ETF position as of Q4 2024 after selling out during the quarter.
  • NorthRock Partners sold 2 iShares Global Energy ETF shares in Q4 2024, an estimated $81.
  • NorthRock Partners first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 3 quarters.
  • NorthRock Partners's iShares Global Energy ETF position peaked at $4.84K in Q1 2024.
  • 376 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2024.

Based on NorthRock Partners's 13F filing for Q4 2024, filed 14 Feb 2025.