Realta Investment Advisors’s iShares Global Energy ETF IXC Stock Holding History

Realta Investment 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
2024 Q4	–	Sell	-541	Closed	-$23K	–	374
2024 Q3	$23K	Sell	541 -2,691	-83%	-$110K	0.01%	269
2024 Q2	$134K	Sell	3,232 -176	-5%	-$7.54K	0.03%	438
2024 Q1	$146K	Buy	+3,408	New	+$135K	0.03%	442
2023 Q4	–	Sell	-3,041	Closed	-$113K	–	619
2023 Q3	$113K	Hold	3,041	–	–	0.03%	449
2023 Q2	$113K	Buy	+3,041	New	+$114K	0.02%	471
2023 Q1	–	Sell	-3,039	Closed	-$118K	–	633
2022 Q4	$118K	Sell	3,039 -2	-0.1%	-$78	0.03%	462
2022 Q3	$101K	Buy	+3,041	New	+$107K	0.03%	449
2019 Q4	–	Sell	-148	Closed	-$4K	–	1630
2019 Q3	$4K	Sell	148 -29	-16%	-$889	﹤0.01%	1386
2019 Q2	$6K	Sell	177 -462	-72%	-$15.2K	﹤0.01%	1314
2019 Q1	$22K	Buy	+639	New	+$20.9K	0.01%	734

Other funds holding IXC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

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 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

Realta Investment Advisors's IXC Position: Q4 2024 in Review

Realta Investment Advisors sold out of iShares Global Energy ETF (IXC) in Q4 2024, closing a stake of 541 shares — an estimated $23K sold.

Realta Investment Advisors first reported a position in IXC in Q1 2019 and held it in 10 quarters. The position peaked at $146K in Q1 2024. 376 funds tracked by Wall St. Rank hold IXC as of Q4 2024.

Realta Investment Advisors reported no remaining iShares Global Energy ETF position as of Q4 2024 after selling out during the quarter.
Realta Investment Advisors sold 541 iShares Global Energy ETF shares in Q4 2024, an estimated $23K.
Realta Investment Advisors first reported a position in iShares Global Energy ETF in Q1 2019 and held it in 10 quarters.
Realta Investment Advisors's iShares Global Energy ETF position peaked at $146K in Q1 2024.
376 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2024.

Based on Realta Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.