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Rather & Kittrell’s iShares Global Energy ETF IXC Stock Holding History

Rather & Kittrell’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
2022
Q1 		– Sell
-418
Closed -$11K – 183
2021
Q4 		$11K Buy
+418
New +$11.9K 0.01% 217

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Rather & Kittrell's IXC Position: Q1 2022 in Review

Rather & Kittrell sold out of iShares Global Energy ETF (IXC) in Q1 2022, closing a stake of 418 shares — an estimated $11K sold.

Rather & Kittrell first reported a position in IXC in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 260 funds tracked by Wall St. Rank hold IXC as of Q1 2022.

  • Rather & Kittrell reported no remaining iShares Global Energy ETF position as of Q1 2022 after selling out during the quarter.
  • Rather & Kittrell sold 418 iShares Global Energy ETF shares in Q1 2022, an estimated $11K.
  • Rather & Kittrell first reported a position in iShares Global Energy ETF in Q4 2021 and held it in 1 quarter.
  • Rather & Kittrell's iShares Global Energy ETF position peaked at $11K in Q4 2021.
  • 260 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.