RA
IXC icon

Rise Advisors’s iShares Global Energy ETF IXC Stock Holding History

Rise 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
Q4 		– Sell
-716
Closed -$29.5K – 644
2023
Q3 		$29.5K Hold
716
– – 0.02% 191
2023
Q2 		$26.6K Buy
716
+14
+2% +$527 0.02% 208
2023
Q1 		$26.5K Hold
702
– – 0.02% 218
2022
Q4 		$27.4K Buy
702
+20
+3% +$783 0.02% 209
2022
Q3 		$23K Hold
682
– – 0.02% 225
2022
Q2 		$23K Sell
682
-6,014
-90% -$225K 0.02% 215
2022
Q1 		$24K Buy
6,696
+6,027
+901% +$200K 0.02% 225
2021
Q4 		$18.4K Buy
+669
New +$19K 0.02% 256

Other funds holding IXC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Rise Advisors's IXC Position: Q4 2023 in Review

Rise Advisors sold out of iShares Global Energy ETF (IXC) in Q4 2023, closing a stake of 716 shares — an estimated $29.5K sold.

Rise Advisors first reported a position in IXC in Q4 2021 and held it in 8 quarters. The position peaked at $29.5K in Q3 2023. 431 funds tracked by Wall St. Rank hold IXC as of Q4 2023.

  • Rise Advisors reported no remaining iShares Global Energy ETF position as of Q4 2023 after selling out during the quarter.
  • Rise Advisors sold 716 iShares Global Energy ETF shares in Q4 2023, an estimated $29.5K.
  • Rise Advisors first reported a position in iShares Global Energy ETF in Q4 2021 and held it in 8 quarters.
  • Rise Advisors's iShares Global Energy ETF position peaked at $29.5K in Q3 2023.
  • 431 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2023.

Based on Rise Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.