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Psagot Value Holdings’s iShares Global Energy ETF IXC Stock Holding History

Psagot Value Holdings’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
-488
Closed -$21K – 60
2024
Q1 		$21K Hold
488
– – 0.19% 42
2023
Q4 		$19K Hold
488
– – 0.01% 316
2023
Q3 		$20K Hold
488
– – 0.01% 271
2023
Q2 		$18K Buy
+488
New +$18.4K 0.01% 274
2023
Q1 		– Sell
-12,200
Closed -$476K – 555
2022
Q4 		$476K Buy
+12,200
New +$478K 0.14% 123

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

Psagot Value Holdings's IXC Position: Q2 2024 in Review

Psagot Value Holdings sold out of iShares Global Energy ETF (IXC) in Q2 2024, closing a stake of 488 shares — an estimated $21K sold.

Psagot Value Holdings first reported a position in IXC in Q4 2022 and held it in 5 quarters. The position peaked at $476K in Q4 2022. 400 funds tracked by Wall St. Rank hold IXC as of Q2 2024.

  • Psagot Value Holdings reported no remaining iShares Global Energy ETF position as of Q2 2024 after selling out during the quarter.
  • Psagot Value Holdings sold 488 iShares Global Energy ETF shares in Q2 2024, an estimated $21K.
  • Psagot Value Holdings first reported a position in iShares Global Energy ETF in Q4 2022 and held it in 5 quarters.
  • Psagot Value Holdings's iShares Global Energy ETF position peaked at $476K in Q4 2022.
  • 400 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2024.

Based on Psagot Value Holdings's 13F filing for Q2 2024.